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 | $165,848 | $73,867+124.5% | $143,757+15.4% | $68,494+142.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.96% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,687 | $3,184+78.6% | $4,951+14.9% | $2,596+119.1% |
| Participant deferral / active EE | $5,227 | $3,384+54.4% | $5,637-7.3% | $4,027+29.8% |
| Admin fee / account holder | $8,647 | $5,755+50.3% | $14,673-41.1% | $5,403+60.0% |