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 | $174,627 | $77,813+124.4% | $123,544+41.3% | $64,186+172.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.99% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $13,830 | $3,014+358.9% | $4,628+198.8% | $2,381+480.9% |
| Participant deferral / active EE | $7,270 | $5,240+38.7% | $6,426+13.1% | $3,470+109.5% |
| Admin fee / account holder | $9,430 | $5,519+70.9% | $9,284+1.6% | $4,888+92.9% |