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 | $127,869 | $93,024+37.5% | $77,024+66.0% | $134,475-4.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.30% | 62.60%-81.9pp | 42.32%-61.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,447 | $3,418+30.1% | $2,812+58.1% | $4,740-6.2% |
| Participant deferral / active EE | $4,558 | $5,238-13.0% | $4,426+3.0% | $6,400-28.8% |
| Admin fee / account holder | $1,046 | $6,944-84.9% | $5,425-80.7% | $11,426-90.8% |