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 | $249,051 | $167,307+48.9% | $143,757+73.2% | $134,475+85.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.14% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $6,693 | $5,619+19.1% | $4,951+35.2% | $4,740+41.2% |
| Participant deferral / active EE | $9,840 | $6,446+52.7% | $5,637+74.6% | $6,400+53.8% |
| Admin fee / account holder | $2,312 | $18,088-87.2% | $14,673-84.2% | $11,426-79.8% |