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 | $160,837 | $67,331+138.9% | $60,874+164.2% | $134,475+19.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.52% | 49.93%-65.5pp | 16.90%-32.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,886 | $3,096+90.1% | $2,701+117.9% | $4,740+24.2% |
| Participant deferral / active EE | $2,045 | $4,538-54.9% | $3,817-46.4% | $6,400-68.0% |
| Admin fee / account holder | $5,103 | $4,582+11.4% | $3,224+58.3% | $11,426-55.3% |