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 | $235,331 | $77,813+202.4% | $123,544+90.5% | $64,186+266.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.79% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,425 | $3,014+113.2% | $4,628+38.8% | $2,381+169.9% |
| Participant deferral / active EE | $7,291 | $5,240+39.1% | $6,426+13.5% | $3,470+110.1% |
| Admin fee / account holder | $6,542 | $5,519+18.5% | $9,284-29.5% | $4,888+33.8% |