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 | $135,701 | $93,024+45.9% | $77,024+76.2% | $134,475+0.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.65% | 62.60%-77.2pp | 42.32%-57.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,208 | $3,418-64.7% | $2,812-57.0% | $4,740-74.5% |
| Participant deferral / active EE | $19,540 | $5,238+273.1% | $4,426+341.4% | $6,400+205.3% |
| Admin fee / account holder | $1,973 | $6,944-71.6% | $5,425-63.6% | $11,426-82.7% |