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 | $213,351 | $158,817+34.3% | $121,196+76.0% | $135,375+57.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.69% | -0.64%-6.1pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,377 | $5,665-22.7% | $4,022+8.8% | $4,779-8.4% |
| Participant deferral / active EE | $4,341 | $4,005+8.4% | $3,344+29.8% | $5,609-22.6% |
| Admin fee / account holder | $1,432 | $6,512-78.0% | $5,019-71.5% | $10,827-86.8% |