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 5-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 | $234,041 | $167,307+39.9% | $143,757+62.8% | $134,475+74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.11% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $9,817 | $5,619+74.7% | $4,951+98.3% | $4,740+107.1% |
| Participant deferral / active EE | $9,541 | $6,446+48.0% | $5,637+69.3% | $6,400+49.1% |
| Admin fee / account holder | $1,889 | $18,088-89.6% | $14,673-87.1% | $11,426-83.5% |