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 | $213,909 | $100,754+112.3% | $86,677+146.8% | $134,475+59.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.73% | 29.04%-38.8pp | 35.91%-45.6pp | 417.96%-427.7pp |
| Employer contribution / active EE | $1,547 | $3,489-55.7% | $2,836-45.5% | $4,740-67.4% |
| Participant deferral / active EE | $2,081 | $5,338-61.0% | $4,656-55.3% | $6,400-67.5% |
| Admin fee / account holder | $11,143 | $10,926+2.0% | $7,493+48.7% | $11,426-2.5% |