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 | $166,365 | $100,754+65.1% | $86,677+91.9% | $134,475+23.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.17% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,863 | $3,489-46.6% | $2,836-34.3% | $4,740-60.7% |
| Participant deferral / active EE | $3,617 | $5,338-32.2% | $4,656-22.3% | $6,400-43.5% |
| Admin fee / account holder | $75,608 | $10,926+592.0% | $7,493+909.0% | $11,426+561.7% |