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 | $191,935 | $95,862+100.2% | $79,550+141.3% | $134,475+42.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.71% | -2.69%-14.0pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $10,022 | $3,128+220.4% | $2,413+315.3% | $4,740+111.5% |
| Participant deferral / active EE | $13,512 | $4,693+187.9% | $3,985+239.1% | $6,400+111.1% |
| Admin fee / account holder | $1,076 | $9,126-88.2% | $6,832-84.2% | $11,426-90.6% |