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 | $181,861 | $93,024+95.5% | $77,024+136.1% | $134,475+35.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.86% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $6,476 | $3,418+89.5% | $2,812+130.3% | $4,740+36.6% |
| Participant deferral / active EE | $7,630 | $5,238+45.7% | $4,426+72.4% | $6,400+19.2% |
| Admin fee / account holder | $1,052 | $6,944-84.8% | $5,425-80.6% | $11,426-90.8% |