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 | $197,959 | $167,307+18.3% | $143,757+37.7% | $134,475+47.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.97% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,361 | $5,619+66.6% | $4,951+89.1% | $4,740+97.5% |
| Participant deferral / active EE | $12,743 | $6,446+97.7% | $5,637+126.1% | $6,400+99.1% |
| Admin fee / account holder | $12,769 | $18,088-29.4% | $14,673-13.0% | $11,426+11.8% |