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 | $196,745 | $82,664+138.0% | $125,339+57.0% | $68,494+187.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,616 | $3,381-22.6% | $4,814-45.6% | $2,596+0.8% |
| Participant deferral / active EE | $12,287 | $6,110+101.1% | $7,446+65.0% | $4,027+205.1% |
| Admin fee / account holder | $8,515 | $6,275+35.7% | $10,010-14.9% | $5,403+57.6% |