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 | $109,702 | $84,402+30.0% | $61,373+78.7% | $134,475-18.4% |
| Participation rate | 87.0% | 62.2%+24.8pp | 52.6%+34.4pp | 81.2%+5.7pp |
| Annual return | -15.01% | 584.55%-599.6pp | 338.61%-353.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,130 | $1,544+102.7% | $1,159+170.0% | $4,740-34.0% |
| Participant deferral / active EE | $3,726 | $2,819+32.2% | $2,125+75.4% | $6,400-41.8% |
| Admin fee / account holder | $24,416 | $2,585+844.5% | $2,130+1046.5% | $11,426+113.7% |