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 | $91,546 | $71,883+27.4% | $86,677+5.6% | $68,494+33.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.28% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $750 | $2,173-65.5% | $2,836-73.5% | $2,596-71.1% |
| Participant deferral / active EE | $5,322 | $3,779+40.8% | $4,656+14.3% | $4,027+32.1% |
| Admin fee / account holder | $8,852 | $6,112+44.8% | $7,493+18.1% | $5,403+63.8% |