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 | $214,228 | $140,588+52.4% | $123,104+74.0% | $125,391+70.8% |
| Participation rate | 76.5% | 88.2%-11.7pp | 86.8%-10.3pp | 83.2%-6.7pp |
| Annual return | -2.50% | 16.80%-19.3pp | 13.22%-15.7pp | 282.22%-284.7pp |
| Employer contribution / active EE | $5,575 | $6,041-7.7% | $5,151+8.2% | $4,866+14.6% |
| Participant deferral / active EE | $11,805 | $6,980+69.1% | $6,230+89.5% | $5,352+120.6% |
| Admin fee / account holder | $24,340 | $11,198+117.4% | $9,015+170.0% | $9,540+155.1% |