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 | $131,056 | $57,354+128.5% | $83,848+56.3% | $64,186+104.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.07% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,202 | $2,545-13.5% | $3,631-39.4% | $2,381-7.5% |
| Participant deferral / active EE | $7,727 | $2,993+158.2% | $4,082+89.3% | $3,470+122.7% |
| Admin fee / account holder | $2,431 | $4,046-39.9% | $5,478-55.6% | $4,888-50.3% |