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 | $188,461 | $54,229+247.5% | $70,092+168.9% | $68,494+175.1% |
| Participation rate | 90.9% | 64.5%+26.4pp | 70.5%+20.4pp | 67.9%+23.0pp |
| Annual return | -14.18% | -13.87%-0.3pp | 190.73%-204.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,520 | $2,018-24.7% | $2,559-40.6% | $2,596-41.4% |
| Participant deferral / active EE | $8,882 | $2,956+200.5% | $3,849+130.8% | $4,027+120.6% |
| Admin fee / account holder | $10,759 | $4,694+129.2% | $6,267+71.7% | $5,403+99.1% |