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 | $174,178 | $100,754+72.9% | $86,677+101.0% | $134,475+29.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.34% | 29.04%-41.4pp | 35.91%-48.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $7,143 | $3,489+104.7% | $2,836+151.8% | $4,740+50.7% |
| Participant deferral / active EE | $8,387 | $5,338+57.1% | $4,656+80.1% | $6,400+31.1% |
| Admin fee / account holder | $49,697 | $10,926+354.8% | $7,493+563.2% | $11,426+335.0% |