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 | $87,127 | $99,032-12.0% | $80,019+8.9% | $135,375-35.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.49% | 15.39%-17.9pp | 11.22%-13.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,040 | $3,043-33.0% | $2,468-17.3% | $4,779-57.3% |
| Participant deferral / active EE | $4,704 | $4,282+9.9% | $3,686+27.6% | $5,609-16.1% |
| Admin fee / account holder | $32,229 | $10,436+208.8% | $6,521+394.3% | $10,827+197.7% |