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 | $109,431 | $93,024+17.6% | $77,024+42.1% | $134,475-18.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.02% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,953 | $3,418+44.9% | $2,812+76.1% | $4,740+4.5% |
| Participant deferral / active EE | $13,261 | $5,238+153.2% | $4,426+199.6% | $6,400+107.2% |
| Admin fee / account holder | $597 | $6,944-91.4% | $5,425-89.0% | $11,426-94.8% |