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 | $97,478 | $64,707+50.6% | $112,228-13.1% | $68,494+42.3% |
| Participation rate | 98.1% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.2pp |
| Annual return | -10.94% | -11.40%+0.5pp | 27.45%-38.4pp | -7.84%-3.1pp |
| Employer contribution / active EE | $6,907 | $2,746+151.6% | $3,635+90.0% | $2,596+166.0% |
| Participant deferral / active EE | $3,736 | $3,565+4.8% | $4,728-21.0% | $4,027-7.2% |
| Admin fee / account holder | $21,594 | $5,232+312.7% | $6,410+236.9% | $5,403+299.7% |