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 | $207,525 | $142,344+45.8% | $119,609+73.5% | $134,475+54.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.61% | -12.44%-7.2pp | -14.97%-4.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $11,641 | $5,222+122.9% | $4,232+175.1% | $4,740+145.6% |
| Participant deferral / active EE | $17,436 | $6,469+169.5% | $5,602+211.2% | $6,400+172.4% |
| Admin fee / account holder | $1,101 | $13,584-91.9% | $10,323-89.3% | $11,426-90.4% |