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 | $128,611 | $167,484-23.2% | $151,611-15.2% | $134,475-4.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.94% | 7.80%-24.7pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,900 | $6,829-13.6% | $6,166-4.3% | $4,740+24.5% |
| Participant deferral / active EE | $11,693 | $8,986+30.1% | $8,363+39.8% | $6,400+82.7% |
| Admin fee / account holder | $15,624 | $13,783+13.4% | $11,616+34.5% | $11,426+36.7% |