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 | $181,869 | $92,222+97.2% | $76,768+136.9% | $135,375+34.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.32% | 5.46%-10.8pp | 2.43%-7.7pp | 519.73%-525.1pp |
| Employer contribution / active EE | $7,330 | $3,216+127.9% | $2,485+195.0% | $4,779+53.4% |
| Participant deferral / active EE | $12,164 | $4,509+169.8% | $3,852+215.8% | $5,609+116.9% |
| Admin fee / account holder | $31,998 | $10,748+197.7% | $6,675+379.4% | $10,827+195.5% |