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 | $211,254 | $57,354+268.3% | $83,848+151.9% | $64,186+229.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.42% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $21,584 | $2,545+748.0% | $3,631+494.5% | $2,381+806.6% |
| Participant deferral / active EE | $13,577 | $2,993+353.6% | $4,082+232.6% | $3,470+291.3% |
| Admin fee / account holder | $9,781 | $4,046+141.8% | $5,478+78.5% | $4,888+100.1% |