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 | $221,033 | $90,600+144.0% | $79,464+178.2% | $135,375+63.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.19% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,756 | $3,068+22.4% | $2,800+34.1% | $4,779-21.4% |
| Participant deferral / active EE | $13,898 | $4,050+243.1% | $3,704+275.2% | $5,609+147.8% |
| Admin fee / account holder | $14,182 | $5,907+140.1% | $5,113+177.4% | $10,827+31.0% |