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 | $155,766 | $97,044+60.5% | $83,333+86.9% | $135,375+15.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.03% | 12.31%-16.3pp | 10.63%-14.7pp | 519.73%-523.8pp |
| Employer contribution / active EE | $37,056 | $4,143+794.4% | $3,379+996.8% | $4,779+675.4% |
| Participant deferral / active EE | $4,000 | $5,964-32.9% | $5,565-28.1% | $5,609-28.7% |
| Admin fee / account holder | $792 | $8,380-90.5% | $7,510-89.5% | $10,827-92.7% |