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 | $223,042 | $113,935+95.8% | $94,224+136.7% | $125,391+77.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.92% | 5.29%-6.2pp | 10.68%-11.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $13,095 | $4,727+177.0% | $3,587+265.1% | $4,866+169.1% |
| Participant deferral / active EE | $2,997 | $5,179-42.1% | $4,320-30.6% | $5,352-44.0% |
| Admin fee / account holder | $2,770 | $8,391-67.0% | $6,269-55.8% | $9,540-71.0% |