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 | $102,215 | $42,894+138.3% | $60,874+67.9% | $68,494+49.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.53% | -13.98%+3.5pp | 16.90%-27.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $2,358 | $1,978+19.2% | $2,701-12.7% | $2,596-9.2% |
| Participant deferral / active EE | $4,357 | $2,867+52.0% | $3,817+14.1% | $4,027+8.2% |
| Admin fee / account holder | $3,054 | $3,101-1.5% | $3,224-5.3% | $5,403-43.5% |