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 | $215,964 | $42,894+403.5% | $60,874+254.8% | $68,494+215.3% |
| Participation rate | 81.9% | 66.8%+15.2pp | 73.1%+8.8pp | 67.9%+14.1pp |
| Annual return | -16.16% | -13.98%-2.2pp | 16.90%-33.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,704 | $1,978+36.7% | $2,701+0.1% | $2,596+4.1% |
| Participant deferral / active EE | $10,442 | $2,867+264.3% | $3,817+173.6% | $4,027+159.3% |
| Admin fee / account holder | $14,325 | $3,101+362.0% | $3,224+344.3% | $5,403+165.1% |