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 | $105,912 | $167,484-36.8% | $151,611-30.1% | $134,475-21.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.62% | 7.80%-23.4pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $9,051 | $6,829+32.5% | $6,166+46.8% | $4,740+91.0% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,400+110.9% |
| Admin fee / account holder | $528 | $13,783-96.2% | $11,616-95.5% | $11,426-95.4% |