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 | $209,475 | $167,307+25.2% | $143,757+45.7% | $134,475+55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.54% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $14,267 | $5,619+153.9% | $4,951+188.2% | $4,740+201.0% |
| Participant deferral / active EE | $12,032 | $6,446+86.7% | $5,637+113.4% | $6,400+88.0% |
| Admin fee / account holder | $5,083 | $18,088-71.9% | $14,673-65.4% | $11,426-55.5% |