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 | $112,789 | $81,900+37.7% | $119,609-5.7% | $68,494+64.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.27% | -23.82%+9.6pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,884 | $2,693+44.2% | $4,232-8.2% | $2,596+49.6% |
| Participant deferral / active EE | $4,180 | $4,148+0.8% | $5,602-25.4% | $4,027+3.8% |
| Admin fee / account holder | $5,822 | $6,582-11.5% | $10,323-43.6% | $5,403+7.8% |