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 | $98,460 | $45,863+114.7% | $77,024+27.8% | $68,494+43.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.78% | 1.72%-20.5pp | 42.32%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $7,672 | $1,650+365.1% | $2,812+172.8% | $2,596+195.5% |
| Participant deferral / active EE | $4,255 | $2,962+43.6% | $4,426-3.9% | $4,027+5.6% |
| Admin fee / account holder | $2,663 | $3,041-12.4% | $5,425-50.9% | $5,403-50.7% |