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 | $144,031 | $64,707+122.6% | $112,228+28.3% | $68,494+110.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 17.50% | -11.40%+28.9pp | 27.45%-10.0pp | -7.84%+25.3pp |
| Employer contribution / active EE | $2,082 | $2,746-24.2% | $3,635-42.7% | $2,596-19.8% |
| Participant deferral / active EE | $5,766 | $3,565+61.7% | $4,728+22.0% | $4,027+43.2% |
| Admin fee / account holder | $808 | $5,232-84.6% | $6,410-87.4% | $5,403-85.0% |