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 | $66,624 | $59,805+11.4% | $79,550-16.2% | $68,494-2.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -6.62% | -12.30%+5.7pp | 0.16%-6.8pp | -7.84%+1.2pp |
| Employer contribution / active EE | $2,857 | $1,505+89.8% | $2,413+18.4% | $2,596+10.0% |
| Participant deferral / active EE | $2,972 | $3,024-1.7% | $3,985-25.4% | $4,027-26.2% |
| Admin fee / account holder | $518 | $4,835-89.3% | $6,832-92.4% | $5,403-90.4% |