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 | $138,187 | $73,867+87.1% | $143,757-3.9% | $68,494+101.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.89% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,728 | $3,184+48.5% | $4,951-4.5% | $2,596+82.1% |
| Participant deferral / active EE | $7,959 | $3,384+135.2% | $5,637+41.2% | $4,027+97.6% |
| Admin fee / account holder | $22,591 | $5,755+292.6% | $14,673+54.0% | $5,403+318.1% |