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 | $77,024 | $42,894+79.6% | $60,874+26.5% | $68,494+12.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.42% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,368 | $1,978+70.2% | $2,701+24.7% | $2,596+29.7% |
| Participant deferral / active EE | $7,491 | $2,867+161.3% | $3,817+96.3% | $4,027+86.0% |
| Admin fee / account holder | $6,982 | $3,101+125.2% | $3,224+116.5% | $5,403+29.2% |