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 | $217,310 | $133,958+62.2% | $112,228+93.6% | $134,475+61.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.54% | 47.11%-63.6pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,145 | $4,038+2.6% | $3,635+14.0% | $4,740-12.6% |
| Participant deferral / active EE | $12,693 | $5,291+139.9% | $4,728+168.5% | $6,400+98.3% |
| Admin fee / account holder | $6,369 | $7,489-15.0% | $6,410-0.6% | $11,426-44.3% |