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 | $227,267 | $190,805+19.1% | $159,960+42.1% | $134,475+69.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.02% | 552.23%-569.3pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,195 | $4,995-76.1% | $4,226-71.7% | $4,740-74.8% |
| Participant deferral / active EE | $9,918 | $6,923+43.3% | $6,182+60.4% | $6,400+55.0% |
| Admin fee / account holder | $587 | $10,471-94.4% | $8,698-93.3% | $11,426-94.9% |