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 | $145,015 | $167,307-13.3% | $143,757+0.9% | $134,475+7.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.70% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $13,019 | $5,619+131.7% | $4,951+162.9% | $4,740+174.7% |
| Participant deferral / active EE | $10,855 | $6,446+68.4% | $5,637+92.6% | $6,400+69.6% |
| Admin fee / account holder | $1,611 | $18,088-91.1% | $14,673-89.0% | $11,426-85.9% |