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 | $149,202 | $140,588+6.1% | $123,104+21.2% | $125,391+19.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.89% | 16.80%-17.7pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $8,230 | $6,041+36.2% | $5,151+59.8% | $4,866+69.1% |
| Participant deferral / active EE | $13,048 | $6,980+86.9% | $6,230+109.5% | $5,352+143.8% |
| Admin fee / account holder | $2,584 | $11,198-76.9% | $9,015-71.3% | $9,540-72.9% |