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 | $225,445 | $133,958+68.3% | $112,228+100.9% | $134,475+67.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.05% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $971 | $4,038-76.0% | $3,635-73.3% | $4,740-79.5% |
| Participant deferral / active EE | $3,673 | $5,291-30.6% | $4,728-22.3% | $6,400-42.6% |
| Admin fee / account holder | $41,344 | $7,489+452.1% | $6,410+545.0% | $11,426+261.8% |