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 | $212,184 | $158,817+33.6% | $121,196+75.1% | $135,375+56.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.05% | -0.64%-5.4pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,091 | $5,665-63.1% | $4,022-48.0% | $4,779-56.3% |
| Participant deferral / active EE | $11,160 | $4,005+178.7% | $3,344+233.7% | $5,609+99.0% |
| Admin fee / account holder | $720 | $6,512-88.9% | $5,019-85.6% | $10,827-93.3% |