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 | $126,615 | $73,867+71.4% | $143,757-11.9% | $68,494+84.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.29% | 1.01%-12.3pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $6,861 | $3,184+115.5% | $4,951+38.6% | $2,596+164.3% |
| Participant deferral / active EE | $5,376 | $3,384+58.9% | $5,637-4.6% | $4,027+33.5% |
| Admin fee / account holder | $4,971 | $5,755-13.6% | $14,673-66.1% | $5,403-8.0% |