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 | $169,551 | $99,032+71.2% | $80,019+111.9% | $135,375+25.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.23% | 15.39%-21.6pp | 11.22%-17.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $11,771 | $3,043+286.8% | $2,468+377.0% | $4,779+146.3% |
| Participant deferral / active EE | $4,385 | $4,282+2.4% | $3,686+19.0% | $5,609-21.8% |
| Admin fee / account holder | $6,686 | $10,436-35.9% | $6,521+2.5% | $10,827-38.2% |