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 | $188,239 | $167,307+12.5% | $143,757+30.9% | $134,475+40.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.86% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $12,484 | $5,619+122.2% | $4,951+152.1% | $4,740+163.4% |
| Participant deferral / active EE | $9,291 | $6,446+44.1% | $5,637+64.8% | $6,400+45.2% |
| Admin fee / account holder | $1,374 | $18,088-92.4% | $14,673-90.6% | $11,426-88.0% |