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 | $100,211 | $73,867+35.7% | $143,757-30.3% | $68,494+46.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.79% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,132 | $3,184+155.4% | $4,951+64.3% | $2,596+213.2% |
| Participant deferral / active EE | $4,090 | $3,384+20.9% | $5,637-27.4% | $4,027+1.6% |
| Admin fee / account holder | $12,212 | $5,755+112.2% | $14,673-16.8% | $5,403+126.0% |