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 | $156,406 | $152,509+2.6% | $117,472+33.1% | $134,475+16.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.29% | 52.99%-73.3pp | 29.74%-50.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $19,518 | $5,571+250.3% | $4,176+367.4% | $4,740+311.8% |
| Participant deferral / active EE | $7,980 | $4,818+65.6% | $4,070+96.0% | $6,400+24.7% |
| Admin fee / account holder | $5,957 | $7,004-15.0% | $5,645+5.5% | $11,426-47.9% |