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 | $217,743 | $73,867+194.8% | $143,757+51.5% | $68,494+217.9% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | -13.23% | 1.01%-14.2pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $10,376 | $3,184+225.9% | $4,951+109.6% | $2,596+299.6% |
| Participant deferral / active EE | $6,744 | $3,384+99.3% | $5,637+19.6% | $4,027+67.5% |
| Admin fee / account holder | $59,846 | $5,755+940.0% | $14,673+307.9% | $5,403+1007.7% |