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 | $130,676 | $113,935+14.7% | $94,224+38.7% | $125,391+4.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.36% | 5.29%-6.6pp | 10.68%-12.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,994 | $4,727-57.8% | $3,587-44.4% | $4,866-59.0% |
| Participant deferral / active EE | $2,233 | $5,179-56.9% | $4,320-48.3% | $5,352-58.3% |
| Admin fee / account holder | $26,309 | $8,391+213.5% | $6,269+319.7% | $9,540+175.8% |