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 | $228,503 | $81,900+179.0% | $119,609+91.0% | $68,494+233.6% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | -16.41% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,303 | $2,693-14.5% | $4,232-45.6% | $2,596-11.3% |
| Participant deferral / active EE | $9,980 | $4,148+140.6% | $5,602+78.2% | $4,027+147.8% |
| Admin fee / account holder | $12,763 | $6,582+93.9% | $10,323+23.6% | $5,403+136.2% |