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 | $209,798 | $167,484+25.3% | $151,611+38.4% | $134,475+56.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.99% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-431.0pp |
| Employer contribution / active EE | $4,715 | $6,829-31.0% | $6,166-23.5% | $4,740-0.5% |
| Participant deferral / active EE | $10,250 | $8,986+14.1% | $8,363+22.6% | $6,400+60.2% |
| Admin fee / account holder | $1,620 | $13,783-88.2% | $11,616-86.1% | $11,426-85.8% |