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 | $231,980 | $71,883+222.7% | $86,677+167.6% | $68,494+238.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.31% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $8,333 | $2,173+283.5% | $2,836+193.8% | $2,596+221.0% |
| Participant deferral / active EE | $2,431 | $3,779-35.7% | $4,656-47.8% | $4,027-39.6% |
| Admin fee / account holder | $9,076 | $6,112+48.5% | $7,493+21.1% | $5,403+68.0% |