See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,267 | $107,791+32.0% | $90,645+56.9% | $135,375+5.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.70% | -0.90%-6.8pp | 1.88%-9.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,039 | $3,018-65.6% | $2,532-59.0% | $4,779-78.3% |
| Participant deferral / active EE | $6,471 | $3,872+67.1% | $3,425+89.0% | $5,609+15.4% |
| Admin fee / account holder | $6,323 | $5,930+6.6% | $4,994+26.6% | $10,827-41.6% |