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 | $116,717 | $81,900+42.5% | $119,609-2.4% | $68,494+70.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.18% | -23.82%+7.6pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,960 | $2,693-27.2% | $4,232-53.7% | $2,596-24.5% |
| Participant deferral / active EE | $6,951 | $4,148+67.6% | $5,602+24.1% | $4,027+72.6% |
| Admin fee / account holder | $1,254 | $6,582-80.9% | $10,323-87.8% | $5,403-76.8% |