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 | $211,067 | $142,344+48.3% | $119,609+76.5% | $134,475+57.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.16% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,716 | $5,222+9.5% | $4,232+35.1% | $4,740+20.6% |
| Participant deferral / active EE | $7,439 | $6,469+15.0% | $5,602+32.8% | $6,400+16.2% |
| Admin fee / account holder | $4,881 | $13,584-64.1% | $10,323-52.7% | $11,426-57.3% |