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 | $88,787 | $64,707+37.2% | $112,228-20.9% | $68,494+29.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 326.44% | -11.40%+337.8pp | 27.45%+299.0pp | -7.84%+334.3pp |
| Employer contribution / active EE | $17,388 | $2,746+533.2% | $3,635+378.4% | $2,596+569.7% |
| Participant deferral / active EE | $1,651 | $3,565-53.7% | $4,728-65.1% | $4,027-59.0% |
| Admin fee / account holder | $13,567 | $5,232+159.3% | $6,410+111.6% | $5,403+151.1% |