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 | $145,994 | $95,862+52.3% | $79,550+83.5% | $134,475+8.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.94% | -2.69%-7.3pp | 0.16%-10.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,491 | $3,128-20.4% | $2,413+3.2% | $4,740-47.5% |
| Participant deferral / active EE | $2,177 | $4,693-53.6% | $3,985-45.4% | $6,400-66.0% |
| Admin fee / account holder | $7,474 | $9,126-18.1% | $6,832+9.4% | $11,426-34.6% |