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 | $149,198 | $167,307-10.8% | $143,757+3.8% | $134,475+10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.75% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,177 | $5,619-79.0% | $4,951-76.2% | $4,740-75.2% |
| Participant deferral / active EE | $6,975 | $6,446+8.2% | $5,637+23.7% | $6,400+9.0% |
| Admin fee / account holder | $4,955 | $18,088-72.6% | $14,673-66.2% | $11,426-56.6% |