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 | $230,545 | $79,633+189.5% | $93,789+145.8% | $68,494+236.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -12.22% | -0.10%-12.1pp | -11.33%-0.9pp | -7.84%-4.4pp |
| Employer contribution / active EE | $12,028 | $3,665+228.2% | $4,323+178.3% | $2,596+363.3% |
| Participant deferral / active EE | $8,541 | $5,158+65.6% | $6,094+40.1% | $4,027+112.1% |
| Admin fee / account holder | $67,161 | $6,871+877.4% | $7,195+833.5% | $5,403+1143.1% |