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 | $170,625 | $100,754+69.3% | $86,677+96.9% | $134,475+26.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.63% | 29.04%-48.7pp | 35.91%-55.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,046 | $3,489+16.0% | $2,836+42.6% | $4,740-14.6% |
| Participant deferral / active EE | $12,894 | $5,338+141.6% | $4,656+177.0% | $6,400+101.5% |
| Admin fee / account holder | $6,901 | $10,926-36.8% | $7,493-7.9% | $11,426-39.6% |