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 | $158,194 | $92,222+71.5% | $76,768+106.1% | $135,375+16.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.74% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,731 | $3,216-15.1% | $2,485+9.9% | $4,779-42.9% |
| Participant deferral / active EE | $7,235 | $4,509+60.5% | $3,852+87.8% | $5,609+29.0% |
| Admin fee / account holder | $7,571 | $10,748-29.6% | $6,675+13.4% | $10,827-30.1% |