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 | $227,204 | $107,791+110.8% | $90,645+150.7% | $135,375+67.8% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -6.80% | -0.90%-5.9pp | 1.88%-8.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,347 | $3,018-22.2% | $2,532-7.3% | $4,779-50.9% |
| Participant deferral / active EE | $7,905 | $3,872+104.2% | $3,425+130.8% | $5,609+40.9% |
| Admin fee / account holder | $3,138 | $5,930-47.1% | $4,994-37.2% | $10,827-71.0% |