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 5-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 | $86,833 | $64,707+34.2% | $112,228-22.6% | $68,494+26.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.72% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $7,306 | $2,746+166.1% | $3,635+101.0% | $2,596+181.4% |
| Participant deferral / active EE | $7,491 | $3,565+110.1% | $4,728+58.4% | $4,027+86.0% |
| Admin fee / account holder | $12,287 | $5,232+134.8% | $6,410+91.7% | $5,403+127.4% |