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 | $141,303 | $100,754+40.2% | $86,677+63.0% | $134,475+5.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.01% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $7,058 | $3,489+102.3% | $2,836+148.8% | $4,740+48.9% |
| Participant deferral / active EE | $18,499 | $5,338+246.6% | $4,656+297.4% | $6,400+189.1% |
| Admin fee / account holder | $1,029 | $10,926-90.6% | $7,493-86.3% | $11,426-91.0% |