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 | $77,573 | $59,805+29.7% | $79,550-2.5% | $68,494+13.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -12.05% | -12.30%+0.3pp | 0.16%-12.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,547 | $1,505+268.6% | $2,413+129.9% | $2,596+113.7% |
| Participant deferral / active EE | $4,205 | $3,024+39.1% | $3,985+5.5% | $4,027+4.4% |
| Admin fee / account holder | $1,361 | $4,835-71.9% | $6,832-80.1% | $5,403-74.8% |