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 | $161,190 | $133,958+20.3% | $112,228+43.6% | $134,475+19.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.48% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $16,886 | $4,038+318.2% | $3,635+364.6% | $4,740+256.3% |
| Participant deferral / active EE | $11,741 | $5,291+121.9% | $4,728+148.3% | $6,400+83.5% |
| Admin fee / account holder | $51,739 | $7,489+590.9% | $6,410+707.1% | $11,426+352.8% |