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 | $178,030 | $73,867+141.0% | $143,757+23.8% | $68,494+159.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.72% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $8,527 | $3,184+167.8% | $4,951+72.2% | $2,596+228.4% |
| Participant deferral / active EE | $7,761 | $3,384+129.3% | $5,637+37.7% | $4,027+92.7% |
| Admin fee / account holder | $10,644 | $5,755+85.0% | $14,673-27.5% | $5,403+97.0% |