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 | $86,885 | $42,894+102.6% | $60,874+42.7% | $68,494+26.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.58% | -13.98%-0.6pp | 16.90%-31.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $8,793 | $1,978+344.5% | $2,701+225.5% | $2,596+238.7% |
| Participant deferral / active EE | $7,263 | $2,867+153.4% | $3,817+90.3% | $4,027+80.4% |
| Admin fee / account holder | $18,012 | $3,101+480.9% | $3,224+458.6% | $5,403+233.4% |