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 | $123,434 | $73,867+67.1% | $143,757-14.1% | $68,494+80.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.09% | 1.01%-13.1pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $4,835 | $3,184+51.9% | $4,951-2.3% | $2,596+86.2% |
| Participant deferral / active EE | $5,211 | $3,384+54.0% | $5,637-7.6% | $4,027+29.4% |
| Admin fee / account holder | $12,571 | $5,755+118.5% | $14,673-14.3% | $5,403+132.7% |