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 5-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 | $127,011 | $105,860+20.0% | $90,749+40.0% | $134,475-5.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.89% | -11.01%-3.9pp | -12.16%-2.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,046 | $3,462+16.9% | $2,921+38.5% | $4,740-14.6% |
| Participant deferral / active EE | $8,811 | $5,216+68.9% | $4,564+93.1% | $6,400+37.7% |
| Admin fee / account holder | $65,487 | $13,938+369.9% | $8,445+675.5% | $11,426+473.1% |