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 | $112,768 | $82,286+37.0% | $68,791+63.9% | $134,475-16.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -10.31% | -2.19%-8.1pp | -6.38%-3.9pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,314 | $3,301-29.9% | $2,655-12.9% | $4,740-51.2% |
| Participant deferral / active EE | $8,845 | $4,739+86.7% | $3,941+124.4% | $6,400+38.2% |
| Admin fee / account holder | $27,589 | $6,481+325.7% | $4,932+459.4% | $11,426+141.5% |