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 | $190,589 | $73,867+158.0% | $143,757+32.6% | $68,494+178.3% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -13.06% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $6,095 | $3,184+91.4% | $4,951+23.1% | $2,596+134.8% |
| Participant deferral / active EE | $4,024 | $3,384+18.9% | $5,637-28.6% | $4,027-0.1% |
| Admin fee / account holder | $1,727 | $5,755-70.0% | $14,673-88.2% | $5,403-68.0% |