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 | $81,625 | $52,836+54.5% | $105,738-22.8% | $64,186+27.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -7.64% | 14.30%-21.9pp | 6.27%-13.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $8,256 | $1,827+351.9% | $3,268+152.6% | $2,381+246.8% |
| Participant deferral / active EE | $4,807 | $2,545+88.8% | $4,080+17.8% | $3,470+38.5% |
| Admin fee / account holder | $5,247 | $3,959+32.5% | $6,913-24.1% | $4,888+7.3% |