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 | $228,523 | $45,863+398.3% | $77,024+196.7% | $68,494+233.6% |
| Participation rate | 91.3% | 55.9%+35.3pp | 67.9%+23.3pp | 67.9%+23.4pp |
| Annual return | -14.78% | 1.72%-16.5pp | 42.32%-57.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $8,074 | $1,650+389.4% | $2,812+187.1% | $2,596+211.0% |
| Participant deferral / active EE | $8,697 | $2,962+193.6% | $4,426+96.5% | $4,027+116.0% |
| Admin fee / account holder | $7,169 | $3,041+135.8% | $5,425+32.1% | $5,403+32.7% |