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 | $163,430 | $76,912+112.5% | $129,110+26.6% | $68,494+138.6% |
| Participation rate | 96.6% | 69.1%+27.4pp | 77.3%+19.3pp | 67.9%+28.7pp |
| Annual return | -15.68% | -9.78%-5.9pp | -10.94%-4.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $9,453 | $3,243+191.5% | $5,052+87.1% | $2,596+264.1% |
| Participant deferral / active EE | $12,085 | $4,732+155.4% | $6,542+84.7% | $4,027+200.1% |
| Admin fee / account holder | $9,033 | $6,638+36.1% | $14,302-36.8% | $5,403+67.2% |