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 | $153,166 | $77,813+96.8% | $123,544+24.0% | $64,186+138.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.61% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,483 | $3,014-17.6% | $4,628-46.3% | $2,381+4.3% |
| Participant deferral / active EE | $5,194 | $5,240-0.9% | $6,426-19.2% | $3,470+49.7% |
| Admin fee / account holder | $18,083 | $5,519+227.7% | $9,284+94.8% | $4,888+270.0% |