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 | $119,164 | $59,805+99.3% | $79,550+49.8% | $68,494+74.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -12.88% | -12.30%-0.6pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,986 | $1,505+164.8% | $2,413+65.2% | $2,596+53.5% |
| Participant deferral / active EE | $10,033 | $3,024+231.7% | $3,985+151.7% | $4,027+149.1% |
| Admin fee / account holder | $13,380 | $4,835+176.7% | $6,832+95.8% | $5,403+147.7% |