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 | $237,268 | $142,344+66.7% | $119,609+98.4% | $134,475+76.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,878 | $5,222-44.9% | $4,232-32.0% | $4,740-39.3% |
| Participant deferral / active EE | $4,927 | $6,469-23.8% | $5,602-12.1% | $6,400-23.0% |
| Admin fee / account holder | $5,556 | $13,584-59.1% | $10,323-46.2% | $11,426-51.4% |