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 | $171,648 | $81,900+109.6% | $119,609+43.5% | $68,494+150.6% |
| Participation rate | 87.7% | 71.9%+15.8pp | 79.3%+8.5pp | 67.9%+19.8pp |
| Annual return | -18.38% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,627 | $2,693-2.5% | $4,232-37.9% | $2,596+1.2% |
| Participant deferral / active EE | $14,707 | $4,148+254.6% | $5,602+162.5% | $4,027+265.2% |
| Admin fee / account holder | $8,686 | $6,582+32.0% | $10,323-15.9% | $5,403+60.8% |