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 | $59,341 | $45,863+29.4% | $77,024-23.0% | $68,494-13.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.59% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,867 | $1,650+195.0% | $2,812+73.1% | $2,596+87.4% |
| Participant deferral / active EE | $4,948 | $2,962+67.0% | $4,426+11.8% | $4,027+22.9% |
| Admin fee / account holder | $1,912 | $3,041-37.1% | $5,425-64.8% | $5,403-64.6% |