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 | $219,443 | $58,577+274.6% | $83,333+163.3% | $64,186+241.9% |
| Participation rate | 87.1% | 72.0%+15.1pp | 77.8%+9.3pp | 69.6%+17.5pp |
| Annual return | -4.45% | 9.65%-14.1pp | 10.63%-15.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,296 | $2,098+9.4% | $3,379-32.0% | $2,381-3.6% |
| Participant deferral / active EE | $8,851 | $4,654+90.2% | $5,565+59.0% | $3,470+155.1% |
| Admin fee / account holder | $7,068 | $9,275-23.8% | $7,510-5.9% | $4,888+44.6% |