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 | $126,492 | $82,664+53.0% | $125,339+0.9% | $68,494+84.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.79% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $10,398 | $3,381+207.5% | $4,814+116.0% | $2,596+300.5% |
| Participant deferral / active EE | $5,670 | $6,110-7.2% | $7,446-23.9% | $4,027+40.8% |
| Admin fee / account holder | $16,901 | $6,275+169.3% | $10,010+68.9% | $5,403+212.8% |