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 | $213,646 | $138,065+54.7% | $123,544+72.9% | $135,375+57.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.82% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $22,892 | $5,151+344.4% | $4,628+394.7% | $4,779+379.0% |
| Participant deferral / active EE | $14,192 | $6,799+108.7% | $6,426+120.9% | $5,609+153.0% |
| Admin fee / account holder | $36,462 | $10,916+234.0% | $9,284+292.7% | $10,827+236.8% |