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 | $187,876 | $211,958-11.4% | $169,463+10.9% | $135,375+38.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.24% | 3.26%-5.5pp | 1.83%-4.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,384 | $5,120-53.4% | $4,159-42.7% | $4,779-50.1% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.2% | $5,609+118.4% |
| Admin fee / account holder | $12,516 | $11,471+9.1% | $9,109+37.4% | $10,827+15.6% |