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 | $198,117 | $71,883+175.6% | $86,677+128.6% | $68,494+189.2% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.3pp |
| Annual return | -16.52% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,396 | $2,173+102.3% | $2,836+55.0% | $2,596+69.3% |
| Participant deferral / active EE | $9,295 | $3,779+146.0% | $4,656+99.6% | $4,027+130.8% |
| Admin fee / account holder | $10,116 | $6,112+65.5% | $7,493+35.0% | $5,403+87.2% |