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 | $193,074 | $227,553-15.2% | $189,557+1.9% | $167,490+15.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.55% | 78.40%-60.8pp | 64.17%-46.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,267 | $5,316-57.4% | $4,412-48.6% | $4,837-53.1% |
| Participant deferral / active EE | $4,844 | $7,002-30.8% | $6,174-21.5% | $6,341-23.6% |
| Admin fee / account holder | $20,959 | $11,878+76.5% | $9,807+113.7% | $12,309+70.3% |