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 | $189,529 | $77,813+143.6% | $123,544+53.4% | $64,186+195.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.27% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $676 | $3,014-77.6% | $4,628-85.4% | $2,381-71.6% |
| Participant deferral / active EE | $5,152 | $5,240-1.7% | $6,426-19.8% | $3,470+48.5% |
| Admin fee / account holder | $894 | $5,519-83.8% | $9,284-90.4% | $4,888-81.7% |