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 | $127,506 | $110,094+15.8% | $151,611-15.9% | $68,494+86.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.11% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,950 | $4,471+10.7% | $6,166-19.7% | $2,596+90.7% |
| Participant deferral / active EE | $6,510 | $6,527-0.3% | $8,363-22.2% | $4,027+61.6% |
| Admin fee / account holder | $4,512 | $7,719-41.5% | $11,616-61.2% | $5,403-16.5% |