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 | $35,266 | $211,958-83.4% | $169,463-79.2% | $135,375-73.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.02% | 3.26%-7.3pp | 1.83%-5.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,006 | $5,120-41.3% | $4,159-27.7% | $4,779-37.1% |
| Participant deferral / active EE | $7,167 | $6,075+18.0% | $5,277+35.8% | $5,609+27.8% |
| Admin fee / account holder | $5,223 | $11,471-54.5% | $9,109-42.7% | $10,827-51.8% |