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 | $163,000 | $73,867+120.7% | $143,757+13.4% | $68,494+138.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.56% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,871 | $3,184+21.6% | $4,951-21.8% | $2,596+49.1% |
| Participant deferral / active EE | $8,925 | $3,384+163.7% | $5,637+58.3% | $4,027+121.6% |
| Admin fee / account holder | $4,034 | $5,755-29.9% | $14,673-72.5% | $5,403-25.3% |