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 | $48,507 | $42,894+13.1% | $60,874-20.3% | $68,494-29.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.31% | -13.98%-4.3pp | 16.90%-35.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,151 | $1,978+8.8% | $2,701-20.4% | $2,596-17.1% |
| Participant deferral / active EE | $7,314 | $2,867+155.1% | $3,817+91.6% | $4,027+81.6% |
| Admin fee / account holder | $323 | $3,101-89.6% | $3,224-90.0% | $5,403-94.0% |