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 | $115,135 | $97,044+18.6% | $83,333+38.2% | $135,375-15.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.29% | 12.31%-18.6pp | 10.63%-16.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $11,183 | $4,143+169.9% | $3,379+231.0% | $4,779+134.0% |
| Participant deferral / active EE | $16,097 | $5,964+169.9% | $5,565+189.3% | $5,609+187.0% |
| Admin fee / account holder | $1,831 | $8,380-78.1% | $7,510-75.6% | $10,827-83.1% |