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 | $212,722 | $73,867+188.0% | $143,757+48.0% | $68,494+210.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.97% | 1.01%-11.0pp | -0.04%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $4,113 | $3,184+29.2% | $4,951-16.9% | $2,596+58.4% |
| Participant deferral / active EE | $6,070 | $3,384+79.4% | $5,637+7.7% | $4,027+50.7% |
| Admin fee / account holder | $51,484 | $5,755+794.7% | $14,673+250.9% | $5,403+852.9% |