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 | $171,538 | $82,664+107.5% | $125,339+36.9% | $68,494+150.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $14,942 | $3,381+341.9% | $4,814+210.4% | $2,596+475.5% |
| Participant deferral / active EE | $12,081 | $6,110+97.7% | $7,446+62.2% | $4,027+200.0% |
| Admin fee / account holder | $15,340 | $6,275+144.4% | $10,010+53.3% | $5,403+183.9% |