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 | $170,727 | $167,307+2.0% | $143,757+18.8% | $134,475+27.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.71% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,670 | $5,619-52.5% | $4,951-46.1% | $4,740-43.7% |
| Participant deferral / active EE | $8,503 | $6,446+31.9% | $5,637+50.8% | $6,400+32.9% |
| Admin fee / account holder | $35,499 | $18,088+96.3% | $14,673+141.9% | $11,426+210.7% |