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 | $226,030 | $82,664+173.4% | $125,339+80.3% | $68,494+230.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.47% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,328 | $3,381-1.6% | $4,814-30.9% | $2,596+28.2% |
| Participant deferral / active EE | $12,172 | $6,110+99.2% | $7,446+63.5% | $4,027+202.2% |
| Admin fee / account holder | $31,106 | $6,275+395.7% | $10,010+210.8% | $5,403+475.7% |