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 | $142,430 | $133,958+6.3% | $112,228+26.9% | $134,475+5.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.33% | 47.11%-61.4pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $6,979 | $4,038+72.8% | $3,635+92.0% | $4,740+47.2% |
| Participant deferral / active EE | $7,968 | $5,291+50.6% | $4,728+68.5% | $6,400+24.5% |
| Admin fee / account holder | $9,948 | $7,489+32.8% | $6,410+55.2% | $11,426-12.9% |