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 | $152,402 | $105,860+44.0% | $90,749+67.9% | $134,475+13.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.39% | -11.01%-7.4pp | -12.16%-6.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $12,374 | $3,462+257.4% | $2,921+323.6% | $4,740+161.1% |
| Participant deferral / active EE | $14,653 | $5,216+180.9% | $4,564+221.1% | $6,400+129.0% |
| Admin fee / account holder | $5,407 | $13,938-61.2% | $8,445-36.0% | $11,426-52.7% |