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 | $108,697 | $73,867+47.2% | $143,757-24.4% | $68,494+58.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.71% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $9,870 | $3,184+210.0% | $4,951+99.3% | $2,596+280.1% |
| Participant deferral / active EE | $6,775 | $3,384+100.2% | $5,637+20.2% | $4,027+68.2% |
| Admin fee / account holder | $2,800 | $5,755-51.3% | $14,673-80.9% | $5,403-48.2% |