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 | $244,009 | $127,386+91.6% | $115,037+112.1% | $125,391+94.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.09% | 31.28%-33.4pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $10,110 | $5,166+95.7% | $4,608+119.4% | $4,866+107.8% |
| Participant deferral / active EE | $10,368 | $6,423+61.4% | $6,026+72.0% | $5,352+93.7% |
| Admin fee / account holder | $1,108 | $9,516-88.4% | $8,175-86.4% | $9,540-88.4% |