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 | $198,002 | $93,024+112.9% | $77,024+157.1% | $134,475+47.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.25% | 62.60%-74.8pp | 42.32%-54.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $12,384 | $3,418+262.3% | $2,812+340.4% | $4,740+161.3% |
| Participant deferral / active EE | $2,989 | $5,238-42.9% | $4,426-32.5% | $6,400-53.3% |
| Admin fee / account holder | $28,931 | $6,944+316.6% | $5,425+433.3% | $11,426+153.2% |