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 | $218,510 | $54,229+302.9% | $70,092+211.7% | $68,494+219.0% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | -12.47% | -13.87%+1.4pp | 190.73%-203.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,154 | $2,018+105.9% | $2,559+62.4% | $2,596+60.0% |
| Participant deferral / active EE | $5,581 | $2,956+88.8% | $3,849+45.0% | $4,027+38.6% |
| Admin fee / account holder | $16,065 | $4,694+242.2% | $6,267+156.4% | $5,403+197.3% |