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 | $176,240 | $167,307+5.3% | $143,757+22.6% | $134,475+31.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.27% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $5,844 | $5,619+4.0% | $4,951+18.0% | $4,740+23.3% |
| Participant deferral / active EE | $4,137 | $6,446-35.8% | $5,637-26.6% | $6,400-35.4% |
| Admin fee / account holder | $17,984 | $18,088-0.6% | $14,673+22.6% | $11,426+57.4% |