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 | $233,883 | $190,805+22.6% | $159,960+46.2% | $134,475+73.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.31% | 552.23%-569.5pp | 408.60%-425.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $8,614 | $4,995+72.4% | $4,226+103.8% | $4,740+81.7% |
| Participant deferral / active EE | $12,084 | $6,923+74.6% | $6,182+95.5% | $6,400+88.8% |
| Admin fee / account holder | $5,200 | $10,471-50.3% | $8,698-40.2% | $11,426-54.5% |