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 | $233,482 | $211,958+10.2% | $169,463+37.8% | $135,375+72.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.09% | 3.26%-6.4pp | 1.83%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,381 | $5,120-53.5% | $4,159-42.7% | $4,779-50.2% |
| Participant deferral / active EE | $4,856 | $6,075-20.1% | $5,277-8.0% | $5,609-13.4% |
| Admin fee / account holder | $39,581 | $11,471+245.1% | $9,109+334.5% | $10,827+265.6% |