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 | $118,577 | $69,518+70.6% | $59,878+98.0% | $135,375-12.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.34% | 7.94%-9.3pp | 3.46%-4.8pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,444 | $3,235-24.4% | $2,722-10.2% | $4,779-48.9% |
| Participant deferral / active EE | $10,240 | $4,206+143.5% | $3,402+201.0% | $5,609+82.6% |
| Admin fee / account holder | $7,571 | $5,734+32.0% | $3,590+110.9% | $10,827-30.1% |