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 | $193,126 | $211,958-8.9% | $169,463+14.0% | $135,375+42.7% |
| Participation rate | 90.5% | 82.6%+7.8pp | 77.8%+12.7pp | 82.6%+7.8pp |
| Annual return | -3.92% | 3.26%-7.2pp | 1.83%-5.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $8,496 | $5,120+66.0% | $4,159+104.3% | $4,779+77.8% |
| Participant deferral / active EE | $13,206 | $6,075+117.4% | $5,277+150.3% | $5,609+135.5% |
| Admin fee / account holder | $41,134 | $11,471+258.6% | $9,109+351.6% | $10,827+279.9% |