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 | $189,730 | $82,286+130.6% | $68,791+175.8% | $134,475+41.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.33% | -2.19%-18.1pp | -6.38%-14.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,466 | $3,301+35.3% | $2,655+68.2% | $4,740-5.8% |
| Participant deferral / active EE | $21,993 | $4,739+364.1% | $3,941+458.1% | $6,400+243.7% |
| Admin fee / account holder | $874 | $6,481-86.5% | $4,932-82.3% | $11,426-92.4% |