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 | $72,495 | $45,863+58.1% | $77,024-5.9% | $68,494+5.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.43% | 1.72%-19.2pp | 42.32%-59.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,065 | $1,650+25.2% | $2,812-26.6% | $2,596-20.5% |
| Participant deferral / active EE | $8,810 | $2,962+197.4% | $4,426+99.0% | $4,027+118.8% |
| Admin fee / account holder | $3,874 | $3,041+27.4% | $5,425-28.6% | $5,403-28.3% |