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 | $175,585 | $76,000+131.0% | $154,107+13.9% | $64,186+173.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.35% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,535 | $3,351+5.5% | $5,298-33.3% | $2,381+48.5% |
| Participant deferral / active EE | $5,894 | $3,175+85.6% | $5,081+16.0% | $3,470+69.9% |
| Admin fee / account holder | $2,509 | $5,596-55.2% | $13,411-81.3% | $4,888-48.7% |