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 | $161,412 | $140,588+14.8% | $123,104+31.1% | $125,391+28.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.95% | 16.80%-19.7pp | 13.22%-16.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $3,486 | $6,041-42.3% | $5,151-32.3% | $4,866-28.4% |
| Participant deferral / active EE | $13,195 | $6,980+89.0% | $6,230+111.8% | $5,352+146.6% |
| Admin fee / account holder | $25,442 | $11,198+127.2% | $9,015+182.2% | $9,540+166.7% |