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 | $193,771 | $167,307+15.8% | $143,757+34.8% | $134,475+44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.77% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $7,497 | $5,619+33.4% | $4,951+51.4% | $4,740+58.2% |
| Participant deferral / active EE | $12,248 | $6,446+90.0% | $5,637+117.3% | $6,400+91.4% |
| Admin fee / account holder | $1,372 | $18,088-92.4% | $14,673-90.6% | $11,426-88.0% |