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 | $235,013 | $82,286+185.6% | $68,791+241.6% | $134,475+74.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.42% | -2.19%-9.2pp | -6.38%-5.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $10,001 | $3,301+203.0% | $2,655+276.7% | $4,740+111.0% |
| Participant deferral / active EE | $14,003 | $4,739+195.5% | $3,941+255.3% | $6,400+118.8% |
| Admin fee / account holder | $2,242 | $6,481-65.4% | $4,932-54.5% | $11,426-80.4% |