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 | $123,052 | $142,344-13.6% | $119,609+2.9% | $134,475-8.5% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -15.04% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $6,842 | $5,222+31.0% | $4,232+61.7% | $4,740+44.4% |
| Participant deferral / active EE | $2,991 | $6,469-53.8% | $5,602-46.6% | $6,400-53.3% |
| Admin fee / account holder | $19,058 | $13,584+40.3% | $10,323+84.6% | $11,426+66.8% |