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 | $139,253 | $54,229+156.8% | $70,092+98.7% | $68,494+103.3% |
| Participation rate | 94.6% | 64.5%+30.1pp | 70.5%+24.1pp | 67.9%+26.7pp |
| Annual return | -15.42% | -13.87%-1.6pp | 190.73%-206.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,931 | $2,018+94.8% | $2,559+53.6% | $2,596+51.4% |
| Participant deferral / active EE | $7,911 | $2,956+167.7% | $3,849+105.6% | $4,027+96.5% |
| Admin fee / account holder | $10,632 | $4,694+126.5% | $6,267+69.7% | $5,403+96.8% |