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 | $126,535 | $82,286+53.8% | $68,791+83.9% | $134,475-5.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.22% | -2.19%-16.0pp | -6.38%-11.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,672 | $3,301+71.8% | $2,655+113.6% | $4,740+19.7% |
| Participant deferral / active EE | $6,366 | $4,739+34.3% | $3,941+61.5% | $6,400-0.5% |
| Admin fee / account holder | $12,332 | $6,481+90.3% | $4,932+150.0% | $11,426+7.9% |