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 | $165,453 | $127,386+29.9% | $115,037+43.8% | $125,391+31.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.43% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,138 | $5,166-58.6% | $4,608-53.6% | $4,866-56.1% |
| Participant deferral / active EE | $5,695 | $6,423-11.3% | $6,026-5.5% | $5,352+6.4% |
| Admin fee / account holder | $11,179 | $9,516+17.5% | $8,175+36.7% | $9,540+17.2% |