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 | $182,481 | $211,958-13.9% | $169,463+7.7% | $135,375+34.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.27% | 3.26%-7.5pp | 1.83%-6.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,791 | $5,120-45.5% | $4,159-32.9% | $4,779-41.6% |
| Participant deferral / active EE | $11,972 | $6,075+97.1% | $5,277+126.9% | $5,609+113.5% |
| Admin fee / account holder | $2,620 | $11,471-77.2% | $9,109-71.2% | $10,827-75.8% |