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 | $166,839 | $77,813+114.4% | $123,544+35.0% | $64,186+159.9% |
| Participation rate | 80.9% | 74.7%+6.2pp | 82.3%-1.4pp | 69.6%+11.3pp |
| Annual return | -6.55% | 12.48%-19.0pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,799 | $5,240+10.7% | $6,426-9.8% | $3,470+67.1% |
| Admin fee / account holder | $25,014 | $5,519+353.3% | $9,284+169.4% | $4,888+411.7% |