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 | $214,289 | $167,307+28.1% | $143,757+49.1% | $134,475+59.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.17% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $10,219 | $5,619+81.9% | $4,951+106.4% | $4,740+115.6% |
| Participant deferral / active EE | $7,688 | $6,446+19.3% | $5,637+36.4% | $6,400+20.1% |
| Admin fee / account holder | $21,978 | $18,088+21.5% | $14,673+49.8% | $11,426+92.4% |