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 | $139,917 | $95,862+46.0% | $79,550+75.9% | $134,475+4.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.67% | -2.69%-11.0pp | 0.16%-13.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $9,375 | $3,128+199.7% | $2,413+288.5% | $4,740+97.8% |
| Participant deferral / active EE | $7,520 | $4,693+60.2% | $3,985+88.7% | $6,400+17.5% |
| Admin fee / account holder | $14,930 | $9,126+63.6% | $6,832+118.5% | $11,426+30.7% |