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 | $246,282 | $64,707+280.6% | $112,228+119.4% | $68,494+259.6% |
| Participation rate | 94.9% | 67.2%+27.7pp | 75.1%+19.8pp | 67.9%+27.0pp |
| Annual return | -16.03% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,210 | $2,746+89.7% | $3,635+43.3% | $2,596+100.7% |
| Participant deferral / active EE | $10,113 | $3,565+183.7% | $4,728+113.9% | $4,027+151.1% |
| Admin fee / account holder | $340 | $5,232-93.5% | $6,410-94.7% | $5,403-93.7% |