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 | $73,558 | $211,958-65.3% | $169,463-56.6% | $135,375-45.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.97% | 3.26%-9.2pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,770 | $5,120-65.4% | $4,159-57.5% | $4,779-63.0% |
| Participant deferral / active EE | $10,756 | $6,075+77.1% | $5,277+103.8% | $5,609+91.8% |
| Admin fee / account holder | $624 | $11,471-94.6% | $9,109-93.2% | $10,827-94.2% |