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 | $105,230 | $102,553+2.6% | $151,611-30.6% | $66,914+57.3% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.5%+6.9pp | 69.8%+24.6pp |
| Annual return | -15.13% | -10.82%-4.3pp | 3.33%-18.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,241 | $4,180+1.4% | $6,166-31.2% | $2,544+66.7% |
| Participant deferral / active EE | $12,219 | $6,641+84.0% | $8,363+46.1% | $4,237+188.4% |
| Admin fee / account holder | $2,268 | $630+260.1% | $11,616-80.5% | $593+282.3% |