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 | $232,632 | $158,817+46.5% | $121,196+91.9% | $135,375+71.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.15% | -0.64%+0.8pp | 16.93%-16.8pp | 519.73%-519.6pp |
| Employer contribution / active EE | $12,781 | $5,665+125.6% | $4,022+217.8% | $4,779+167.5% |
| Participant deferral / active EE | $24,500 | $4,005+511.8% | $3,344+632.5% | $5,609+336.8% |
| Admin fee / account holder | $140,866 | $6,512+2063.0% | $5,019+2706.5% | $10,827+1201.1% |