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 | $234,015 | $167,307+39.9% | $143,757+62.8% | $134,475+74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.26% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,688 | $5,619-70.0% | $4,951-65.9% | $4,740-64.4% |
| Participant deferral / active EE | $3,488 | $6,446-45.9% | $5,637-38.1% | $6,400-45.5% |
| Admin fee / account holder | $4,826 | $18,088-73.3% | $14,673-67.1% | $11,426-57.8% |