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 | $245,948 | $59,774+311.5% | - | $134,475+82.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -14.76% | -10.72%-4.0pp | - | 417.96%-432.7pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | - | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,131-100.0% | - | $6,400-100.0% |
| Admin fee / account holder | $2,006 | $4,003-49.9% | - | $11,426-82.4% |