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 | $85,110 | $71,883+18.4% | $86,677-1.8% | $68,494+24.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,765 | $2,173+165.3% | $2,836+103.3% | $2,596+122.1% |
| Participant deferral / active EE | $2,645 | $3,779-30.0% | $4,656-43.2% | $4,027-34.3% |
| Admin fee / account holder | $8,294 | $6,112+35.7% | $7,493+10.7% | $5,403+53.5% |