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 | $215,145 | $81,900+162.7% | $119,609+79.9% | $68,494+214.1% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -12.93% | -23.82%+10.9pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,936 | $2,693-28.1% | $4,232-54.2% | $2,596-25.4% |
| Participant deferral / active EE | $5,585 | $4,148+34.6% | $5,602-0.3% | $4,027+38.7% |
| Admin fee / account holder | $17,338 | $6,582+163.4% | $10,323+67.9% | $5,403+220.9% |