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 | $185,309 | $90,600+104.5% | $79,464+133.2% | $135,375+36.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.59% | 977.43%-980.0pp | 718.14%-720.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $7,242 | $3,068+136.1% | $2,800+158.6% | $4,779+51.5% |
| Participant deferral / active EE | $5,742 | $4,050+41.8% | $3,704+55.0% | $5,609+2.4% |
| Admin fee / account holder | $16,281 | $5,907+175.6% | $5,113+218.4% | $10,827+50.4% |