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 | $209,020 | $73,867+183.0% | $143,757+45.4% | $68,494+205.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.27% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $14,088 | $3,184+342.4% | $4,951+184.6% | $2,596+442.6% |
| Participant deferral / active EE | $7,216 | $3,384+113.2% | $5,637+28.0% | $4,027+79.2% |
| Admin fee / account holder | $8,467 | $5,755+47.1% | $14,673-42.3% | $5,403+56.7% |