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 | $194,953 | $82,664+135.8% | $125,339+55.5% | $68,494+184.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.55% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,277 | $3,381-32.6% | $4,814-52.7% | $2,596-12.3% |
| Participant deferral / active EE | $8,919 | $6,110+46.0% | $7,446+19.8% | $4,027+121.5% |
| Admin fee / account holder | $21,283 | $6,275+239.1% | $10,010+112.6% | $5,403+293.9% |