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 | $123,594 | $90,519+36.5% | $93,789+31.8% | $134,475-8.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.28% | -15.72%+2.4pp | -11.33%-1.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $19,229 | $4,343+342.8% | $4,323+344.9% | $4,740+305.7% |
| Participant deferral / active EE | $9,008 | $5,978+50.7% | $6,094+47.8% | $6,400+40.8% |
| Admin fee / account holder | $4,547 | $9,252-50.9% | $7,195-36.8% | $11,426-60.2% |