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 | $132,505 | $44,850+195.4% | $60,547+118.8% | $59,632+122.2% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -0.08% | 1074.14%-1074.2pp | 335.64%-335.7pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,841 | $1,462+25.9% | $2,419-23.9% | $2,203-16.4% |
| Participant deferral / active EE | $6,775 | $2,230+203.9% | $3,328+103.6% | $3,192+112.3% |
| Admin fee / account holder | $23,571 | $3,635+548.4% | $4,536+419.6% | $4,297+448.6% |