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 | $226,655 | $100,754+125.0% | $86,677+161.5% | $134,475+68.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.41% | 29.04%-42.4pp | 35.91%-49.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,557 | $3,489+30.6% | $2,836+60.7% | $4,740-3.8% |
| Participant deferral / active EE | $5,598 | $5,338+4.9% | $4,656+20.2% | $6,400-12.5% |
| Admin fee / account holder | $4,344 | $10,926-60.2% | $7,493-42.0% | $11,426-62.0% |