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 | $240,811 | $167,307+43.9% | $143,757+67.5% | $134,475+79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.95% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,276 | $5,619+11.7% | $4,951+26.8% | $4,740+32.4% |
| Participant deferral / active EE | $7,500 | $6,446+16.4% | $5,637+33.0% | $6,400+17.2% |
| Admin fee / account holder | $3,241 | $18,088-82.1% | $14,673-77.9% | $11,426-71.6% |