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 | $170,954 | $167,307+2.2% | $143,757+18.9% | $134,475+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.06% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $12,150 | $5,619+116.2% | $4,951+145.4% | $4,740+156.3% |
| Participant deferral / active EE | $5,139 | $6,446-20.3% | $5,637-8.8% | $6,400-19.7% |
| Admin fee / account holder | $4,519 | $18,088-75.0% | $14,673-69.2% | $11,426-60.5% |