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 | $113,562 | $82,664+37.4% | $125,339-9.4% | $68,494+65.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.41% | -5.97%-4.4pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $3,238 | $3,381-4.2% | $4,814-32.7% | $2,596+24.7% |
| Participant deferral / active EE | $3,899 | $6,110-36.2% | $7,446-47.6% | $4,027-3.2% |
| Admin fee / account holder | $2,784 | $6,275-55.6% | $10,010-72.2% | $5,403-48.5% |