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 | $137,711 | $142,344-3.3% | $119,609+15.1% | $134,475+2.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -14.40% | -12.44%-2.0pp | -14.97%+0.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $6,554 | $5,222+25.5% | $4,232+54.9% | $4,740+38.3% |
| Participant deferral / active EE | $16,090 | $6,469+148.7% | $5,602+187.2% | $6,400+151.4% |
| Admin fee / account holder | $32,475 | $13,584+139.1% | $10,323+214.6% | $11,426+184.2% |