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 | $235,063 | $73,867+218.2% | $143,757+63.5% | $68,494+243.2% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -14.69% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,789 | $3,184+50.4% | $4,951-3.3% | $2,596+84.4% |
| Participant deferral / active EE | $6,472 | $3,384+91.2% | $5,637+14.8% | $4,027+60.7% |
| Admin fee / account holder | $10,494 | $5,755+82.4% | $14,673-28.5% | $5,403+94.2% |