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 | $135,840 | $87,540+55.2% | $75,781+79.3% | $125,391+8.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.13% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,495 | $3,930-62.0% | $3,323-55.0% | $4,866-69.3% |
| Participant deferral / active EE | $1,346 | $4,229-68.2% | $3,651-63.1% | $5,352-74.8% |
| Admin fee / account holder | $10,761 | $6,502+65.5% | $5,299+103.1% | $9,540+12.8% |