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 | $119,898 | $77,813+54.1% | $123,544-3.0% | $64,186+86.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.34% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,864 | $3,014-5.0% | $4,628-38.1% | $2,381+20.3% |
| Participant deferral / active EE | $9,172 | $5,240+75.0% | $6,426+42.7% | $3,470+164.3% |
| Admin fee / account holder | $1,764 | $5,519-68.0% | $9,284-81.0% | $4,888-63.9% |