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 | $227,107 | $167,484+35.6% | $151,611+49.8% | $134,475+68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.50% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $7,945 | $6,829+16.3% | $6,166+28.8% | $4,740+67.6% |
| Participant deferral / active EE | $7,323 | $8,986-18.5% | $8,363-12.4% | $6,400+14.4% |
| Admin fee / account holder | $7,074 | $13,783-48.7% | $11,616-39.1% | $11,426-38.1% |