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 | $207,714 | $110,094+88.7% | $151,611+37.0% | $68,494+203.3% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -16.64% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $7,484 | $4,471+67.4% | $6,166+21.4% | $2,596+188.3% |
| Participant deferral / active EE | $14,632 | $6,527+124.2% | $8,363+74.9% | $4,027+263.3% |
| Admin fee / account holder | $748 | $7,719-90.3% | $11,616-93.6% | $5,403-86.2% |