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 | $248,608 | $59,805+315.7% | $79,550+212.5% | $68,494+263.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.74% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,495 | $1,505+265.1% | $2,413+127.7% | $2,596+111.6% |
| Participant deferral / active EE | $8,560 | $3,024+183.0% | $3,985+114.8% | $4,027+112.6% |
| Admin fee / account holder | $44,315 | $4,835+816.6% | $6,832+548.6% | $5,403+720.2% |