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 | $198,669 | $95,862+107.2% | $79,550+149.7% | $134,475+47.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -13.42% | -2.69%-10.7pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,769 | $3,128-11.5% | $2,413+14.8% | $4,740-41.6% |
| Participant deferral / active EE | $6,752 | $4,693+43.9% | $3,985+69.4% | $6,400+5.5% |
| Admin fee / account holder | $6,984 | $9,126-23.5% | $6,832+2.2% | $11,426-38.9% |