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 | $243,339 | $82,664+194.4% | $125,339+94.1% | $68,494+255.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $10,305 | $3,381+204.8% | $4,814+114.1% | $2,596+296.9% |
| Participant deferral / active EE | $12,891 | $6,110+111.0% | $7,446+73.1% | $4,027+220.1% |
| Admin fee / account holder | $1,040 | $6,275-83.4% | $10,010-89.6% | $5,403-80.8% |