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 | $165,734 | $93,024+78.2% | $77,024+115.2% | $134,475+23.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.53% | 62.60%-74.1pp | 42.32%-53.8pp | 417.96%-429.5pp |
| Employer contribution / active EE | $14,408 | $3,418+321.6% | $2,812+412.4% | $4,740+204.0% |
| Participant deferral / active EE | $11,289 | $5,238+115.5% | $4,426+155.0% | $6,400+76.4% |
| Admin fee / account holder | $1,951 | $6,944-71.9% | $5,425-64.0% | $11,426-82.9% |