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 | $241,095 | $76,000+217.2% | $154,107+56.4% | $64,186+275.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.10% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $12,013 | $3,351+258.5% | $5,298+126.8% | $2,381+404.6% |
| Participant deferral / active EE | $5,991 | $3,175+88.7% | $5,081+17.9% | $3,470+72.7% |
| Admin fee / account holder | $24,761 | $5,596+342.5% | $13,411+84.6% | $4,888+406.6% |