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 | $210,239 | $77,813+170.2% | $123,544+70.2% | $64,186+227.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.57% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,700 | $3,014+56.0% | $4,628+1.6% | $2,381+97.4% |
| Participant deferral / active EE | $7,280 | $5,240+38.9% | $6,426+13.3% | $3,470+109.8% |
| Admin fee / account holder | $23,556 | $5,519+326.8% | $9,284+153.7% | $4,888+381.9% |