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 | $81,843 | $73,004+12.1% | $90,749-9.8% | $68,494+19.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.81% | -13.81%-3.0pp | -12.16%-4.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,007 | $2,193+37.1% | $2,921+2.9% | $2,596+15.8% |
| Participant deferral / active EE | $4,143 | $3,627+14.2% | $4,564-9.2% | $4,027+2.9% |
| Admin fee / account holder | $14,513 | $5,896+146.2% | $8,445+71.9% | $5,403+168.6% |