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 | $152,457 | $167,307-8.9% | $143,757+6.1% | $134,475+13.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -11.92% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $6,549 | $5,619+16.5% | $4,951+32.3% | $4,740+38.2% |
| Participant deferral / active EE | $4,557 | $6,446-29.3% | $5,637-19.2% | $6,400-28.8% |
| Admin fee / account holder | $982 | $18,088-94.6% | $14,673-93.3% | $11,426-91.4% |