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 | $161,175 | $167,484-3.8% | $151,611+6.3% | $134,475+19.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.41% | 7.80%-19.2pp | 3.33%-14.7pp | 417.96%-429.4pp |
| Employer contribution / active EE | $10,004 | $6,829+46.5% | $6,166+62.3% | $4,740+111.1% |
| Participant deferral / active EE | $6,753 | $8,986-24.9% | $8,363-19.3% | $6,400+5.5% |
| Admin fee / account holder | $5,292 | $13,783-61.6% | $11,616-54.4% | $11,426-53.7% |