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 | $174,134 | $59,107+194.6% | $86,436+101.5% | $68,494+154.2% |
| Participation rate | 97.0% | 75.2%+21.8pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -19.08% | -0.23%-18.9pp | 4394.89%-4414.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,683 | $2,519+6.5% | $3,769-28.8% | $2,596+3.4% |
| Participant deferral / active EE | $9,292 | $5,901+57.5% | $6,952+33.7% | $4,027+130.7% |
| Admin fee / account holder | $5,033 | $5,637-10.7% | $6,731-25.2% | $5,403-6.8% |