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 | $86,502 | $59,774+44.7% | - | $134,475-35.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -7.69% | -10.72%+3.0pp | - | 417.96%-425.7pp |
| Employer contribution / active EE | $8,692 | $2,711+220.6% | - | $4,740+83.4% |
| Participant deferral / active EE | $9,122 | $4,131+120.8% | - | $6,400+42.5% |
| Admin fee / account holder | $1,348 | $4,003-66.3% | - | $11,426-88.2% |