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 | $225,412 | $133,958+68.3% | $112,228+100.9% | $134,475+67.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.03% | 47.11%-62.1pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $9,400 | $4,038+132.8% | $3,635+158.6% | $4,740+98.3% |
| Participant deferral / active EE | $16,348 | $5,291+209.0% | $4,728+245.8% | $6,400+155.5% |
| Admin fee / account holder | $11,325 | $7,489+51.2% | $6,410+76.7% | $11,426-0.9% |