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 | $213,352 | $105,860+101.5% | $90,749+135.1% | $134,475+58.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.91% | -11.01%-6.9pp | -12.16%-5.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $13,135 | $3,462+279.4% | $2,921+349.7% | $4,740+177.1% |
| Participant deferral / active EE | $16,500 | $5,216+216.4% | $4,564+261.5% | $6,400+157.8% |
| Admin fee / account holder | $53,702 | $13,938+285.3% | $8,445+535.9% | $11,426+370.0% |