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 | $236,020 | $110,094+114.4% | $151,611+55.7% | $68,494+244.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -4.91% | -10.12%+5.2pp | 3.33%-8.2pp | -7.84%+2.9pp |
| Employer contribution / active EE | $9,081 | $4,471+103.1% | $6,166+47.3% | $2,596+249.8% |
| Participant deferral / active EE | $4,944 | $6,527-24.3% | $8,363-40.9% | $4,027+22.8% |
| Admin fee / account holder | $7,632 | $7,719-1.1% | $11,616-34.3% | $5,403+41.3% |