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 | $178,969 | $92,222+94.1% | $76,768+133.1% | $135,375+32.2% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -7.75% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,005 | $3,216-6.6% | $2,485+20.9% | $4,779-37.1% |
| Participant deferral / active EE | $8,376 | $4,509+85.8% | $3,852+117.5% | $5,609+49.3% |
| Admin fee / account holder | $17,586 | $10,748+63.6% | $6,675+163.5% | $10,827+62.4% |