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 | $154,856 | $59,805+158.9% | $79,550+94.7% | $68,494+126.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.90% | -12.30%-4.6pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $7,141 | $1,505+374.5% | $2,413+195.9% | $2,596+175.1% |
| Participant deferral / active EE | $5,584 | $3,024+84.6% | $3,985+40.1% | $4,027+38.7% |
| Admin fee / account holder | $9,425 | $4,835+94.9% | $6,832+37.9% | $5,403+74.4% |