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 | $147,194 | $81,900+79.7% | $119,609+23.1% | $68,494+114.9% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.2pp | 67.9%+29.5pp |
| Annual return | -12.86% | -23.82%+11.0pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $7,351 | $2,693+172.9% | $4,232+73.7% | $2,596+183.1% |
| Participant deferral / active EE | $11,431 | $4,148+175.6% | $5,602+104.1% | $4,027+183.8% |
| Admin fee / account holder | $2,869 | $6,582-56.4% | $10,323-72.2% | $5,403-46.9% |