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 | $149,784 | $92,222+62.4% | $76,768+95.1% | $135,375+10.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.80% | 5.46%-12.3pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,262 | $3,216+94.7% | $2,485+152.0% | $4,779+31.0% |
| Participant deferral / active EE | $4,687 | $4,509+4.0% | $3,852+21.7% | $5,609-16.4% |
| Admin fee / account holder | $1,799 | $10,748-83.3% | $6,675-73.0% | $10,827-83.4% |