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 | $172,006 | $167,484+2.7% | $151,611+13.5% | $134,475+27.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.89% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,106 | $6,829-39.9% | $6,166-33.4% | $4,740-13.4% |
| Participant deferral / active EE | $5,589 | $8,986-37.8% | $8,363-33.2% | $6,400-12.7% |
| Admin fee / account holder | $2,021 | $13,783-85.3% | $11,616-82.6% | $11,426-82.3% |