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 | $150,131 | $167,484-10.4% | $151,611-1.0% | $134,475+11.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.27% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,130 | $6,829-54.2% | $6,166-49.2% | $4,740-34.0% |
| Participant deferral / active EE | $10,772 | $8,986+19.9% | $8,363+28.8% | $6,400+68.3% |
| Admin fee / account holder | $11,299 | $13,783-18.0% | $11,616-2.7% | $11,426-1.1% |