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 | $224,104 | $167,307+33.9% | $143,757+55.9% | $134,475+66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.42% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,585 | $5,619-54.0% | $4,951-47.8% | $4,740-45.5% |
| Participant deferral / active EE | $6,141 | $6,446-4.7% | $5,637+8.9% | $6,400-4.1% |
| Admin fee / account holder | $8,162 | $18,088-54.9% | $14,673-44.4% | $11,426-28.6% |