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 | $220,000 | $167,307+31.5% | $143,757+53.0% | $134,475+63.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.43% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $15,942 | $5,619+183.7% | $4,951+222.0% | $4,740+236.4% |
| Participant deferral / active EE | $8,778 | $6,446+36.2% | $5,637+55.7% | $6,400+37.2% |
| Admin fee / account holder | $825 | $18,088-95.4% | $14,673-94.4% | $11,426-92.8% |