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 | $89,540 | $95,193-5.9% | $76,523+17.0% | $135,375-33.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.69% | 4.85%-11.5pp | -0.27%-6.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,207 | $3,302-33.2% | $2,647-16.6% | $4,779-53.8% |
| Participant deferral / active EE | $4,924 | $4,639+6.1% | $3,835+28.4% | $5,609-12.2% |
| Admin fee / account holder | $3,484 | $6,249-44.2% | $4,848-28.1% | $10,827-67.8% |