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 | $92,293 | $69,518+32.8% | $59,878+54.1% | $135,375-31.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.79% | 7.94%-15.7pp | 3.46%-11.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,735 | $3,235+46.4% | $2,722+74.0% | $4,779-0.9% |
| Participant deferral / active EE | $4,739 | $4,206+12.7% | $3,402+39.3% | $5,609-15.5% |
| Admin fee / account holder | $8,506 | $5,734+48.3% | $3,590+136.9% | $10,827-21.4% |