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 | $145,055 | $140,588+3.2% | $123,104+17.8% | $125,391+15.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.19% | 16.80%-16.6pp | 13.22%-13.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,588 | $6,041-73.7% | $5,151-69.2% | $4,866-67.4% |
| Participant deferral / active EE | $6,938 | $6,980-0.6% | $6,230+11.4% | $5,352+29.6% |
| Admin fee / account holder | $5,647 | $11,198-49.6% | $9,015-37.4% | $9,540-40.8% |