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 | $206,157 | $71,883+186.8% | $86,677+137.8% | $68,494+201.0% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -15.41% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,661 | $2,173+114.5% | $2,836+64.3% | $2,596+79.5% |
| Participant deferral / active EE | $8,045 | $3,779+112.9% | $4,656+72.8% | $4,027+99.8% |
| Admin fee / account holder | $4,559 | $6,112-25.4% | $7,493-39.2% | $5,403-15.6% |