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 | $87,343 | $77,813+12.2% | $123,544-29.3% | $64,186+36.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.66% | 12.48%-16.1pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,722 | $3,014+23.5% | $4,628-19.6% | $2,381+56.3% |
| Participant deferral / active EE | $9,143 | $5,240+74.5% | $6,426+42.3% | $3,470+163.5% |
| Admin fee / account holder | $8,493 | $5,519+53.9% | $9,284-8.5% | $4,888+73.8% |