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 | $163,122 | $64,707+152.1% | $112,228+45.3% | $68,494+138.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.80% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,202 | $2,746+53.0% | $3,635+15.6% | $2,596+61.9% |
| Participant deferral / active EE | $3,830 | $3,565+7.4% | $4,728-19.0% | $4,027-4.9% |
| Admin fee / account holder | $11,543 | $5,232+120.6% | $6,410+80.1% | $5,403+113.7% |