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 | $177,344 | $99,032+79.1% | $80,019+121.6% | $135,375+31.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.14% | 15.39%-20.5pp | 11.22%-16.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $20,057 | $3,043+559.0% | $2,468+712.7% | $4,779+319.7% |
| Participant deferral / active EE | $16,178 | $4,282+277.8% | $3,686+339.0% | $5,609+188.4% |
| Admin fee / account holder | $11,060 | $10,436+6.0% | $6,521+69.6% | $10,827+2.2% |