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 | $132,071 | $54,350+143.0% | $82,719+59.7% | $68,494+92.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.09% | -13.67%-4.4pp | 701.18%-719.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,149 | $2,218+87.1% | $3,009+37.9% | $2,596+59.8% |
| Participant deferral / active EE | $6,027 | $3,246+85.7% | $4,395+37.1% | $4,027+49.7% |
| Admin fee / account holder | $750 | $4,395-82.9% | $5,329-85.9% | $5,403-86.1% |