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 | $158,918 | $167,307-5.0% | $143,757+10.5% | $134,475+18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,320 | $5,619+48.1% | $4,951+68.1% | $4,740+75.5% |
| Participant deferral / active EE | $5,001 | $6,446-22.4% | $5,637-11.3% | $6,400-21.9% |
| Admin fee / account holder | $1,156 | $18,088-93.6% | $14,673-92.1% | $11,426-89.9% |