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 | $170,477 | $175,600-2.9% | $129,110+32.0% | $134,475+26.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -12.90% | -11.39%-1.5pp | -10.94%-2.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,650 | $6,355-74.0% | $5,052-67.3% | $4,740-65.2% |
| Participant deferral / active EE | $4,950 | $7,975-37.9% | $6,542-24.3% | $6,400-22.7% |
| Admin fee / account holder | $716 | $23,567-97.0% | $14,302-95.0% | $11,426-93.7% |