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 | $142,201 | $95,971+48.2% | $74,550+90.7% | $135,375+5.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.03% | 56.96%-59.0pp | 32.53%-34.6pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,255 | $2,716-53.8% | $1,961-36.0% | $4,779-73.7% |
| Participant deferral / active EE | $4,203 | $3,843+9.3% | $3,108+35.2% | $5,609-25.1% |
| Admin fee / account holder | $5,310 | $6,522-18.6% | $5,060+4.9% | $10,827-51.0% |