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 | $235,315 | $95,862+145.5% | $79,550+195.8% | $134,475+75.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.23% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,000 | $3,128+155.8% | $2,413+231.5% | $4,740+68.8% |
| Participant deferral / active EE | $10,854 | $4,693+131.3% | $3,985+172.4% | $6,400+69.6% |
| Admin fee / account holder | $1,309 | $9,126-85.7% | $6,832-80.8% | $11,426-88.5% |