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 | $138,185 | $167,484-17.5% | $151,611-8.9% | $134,475+2.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.64% | 7.80%-16.4pp | 3.33%-12.0pp | 417.96%-426.6pp |
| Employer contribution / active EE | $5,090 | $6,829-25.5% | $6,166-17.5% | $4,740+7.4% |
| Participant deferral / active EE | $9,502 | $8,986+5.7% | $8,363+13.6% | $6,400+48.5% |
| Admin fee / account holder | $527 | $13,783-96.2% | $11,616-95.5% | $11,426-95.4% |