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 | $154,085 | $95,862+60.7% | $79,550+93.7% | $134,475+14.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.54% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,533 | $3,128-19.0% | $2,413+5.0% | $4,740-46.6% |
| Participant deferral / active EE | $3,370 | $4,693-28.2% | $3,985-15.4% | $6,400-47.3% |
| Admin fee / account holder | $3,098 | $9,126-66.1% | $6,832-54.7% | $11,426-72.9% |