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 | $150,301 | $127,386+18.0% | $115,037+30.7% | $125,391+19.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.31% | 31.28%-34.6pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,945 | $5,166-43.0% | $4,608-36.1% | $4,866-39.5% |
| Participant deferral / active EE | $11,779 | $6,423+83.4% | $6,026+95.4% | $5,352+120.1% |
| Admin fee / account holder | $755 | $9,516-92.1% | $8,175-90.8% | $9,540-92.1% |