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 4-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 | $69,349 | $175,600-60.5% | $129,110-46.3% | $134,475-48.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.96% | -11.39%-6.6pp | -10.94%-7.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $6,574 | $6,355+3.4% | $5,052+30.1% | $4,740+38.7% |
| Participant deferral / active EE | $13,837 | $7,975+73.5% | $6,542+111.5% | $6,400+116.2% |
| Admin fee / account holder | $9,291 | $23,567-60.6% | $14,302-35.0% | $11,426-18.7% |