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 | $184,580 | $106,543+73.2% | $91,220+102.3% | $134,475+37.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -5.34% | 160.60%-165.9pp | 114.01%-119.3pp | 417.96%-423.3pp |
| Employer contribution / active EE | $3,245 | $3,331-2.6% | $2,850+13.9% | $4,740-31.5% |
| Participant deferral / active EE | $1,444 | $4,719-69.4% | $4,234-65.9% | $6,400-77.4% |
| Admin fee / account holder | $17,364 | $6,231+178.7% | $5,420+220.4% | $11,426+52.0% |