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 | $164,370 | $190,805-13.9% | $159,960+2.8% | $134,475+22.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.47% | 552.23%-571.7pp | 408.60%-428.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,543 | $4,995-69.1% | $4,226-63.5% | $4,740-67.4% |
| Participant deferral / active EE | $13,594 | $6,923+96.4% | $6,182+119.9% | $6,400+112.4% |
| Admin fee / account holder | $2,852 | $10,471-72.8% | $8,698-67.2% | $11,426-75.0% |