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 | $117,898 | $167,484-29.6% | $151,611-22.2% | $134,475-12.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.08% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,839 | $6,829-14.5% | $6,166-5.3% | $4,740+23.2% |
| Participant deferral / active EE | $4,409 | $8,986-50.9% | $8,363-47.3% | $6,400-31.1% |
| Admin fee / account holder | $38,506 | $13,783+179.4% | $11,616+231.5% | $11,426+237.0% |