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 | $245,172 | $110,094+122.7% | $151,611+61.7% | $68,494+257.9% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -14.81% | -10.12%-4.7pp | 3.33%-18.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $7,053 | $4,471+57.8% | $6,166+14.4% | $2,596+171.7% |
| Participant deferral / active EE | $14,038 | $6,527+115.1% | $8,363+67.9% | $4,027+248.6% |
| Admin fee / account holder | $7,917 | $7,719+2.6% | $11,616-31.8% | $5,403+46.5% |