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 | $190,250 | $167,307+13.7% | $143,757+32.3% | $134,475+41.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.33% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $7,414 | $5,619+31.9% | $4,951+49.7% | $4,740+56.4% |
| Participant deferral / active EE | $7,498 | $6,446+16.3% | $5,637+33.0% | $6,400+17.2% |
| Admin fee / account holder | $29,368 | $18,088+62.4% | $14,673+100.2% | $11,426+157.0% |