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 | $162,440 | $81,900+98.3% | $119,609+35.8% | $68,494+137.2% |
| Participation rate | 92.4% | 71.9%+20.5pp | 79.3%+13.1pp | 67.9%+24.5pp |
| Annual return | -16.97% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,167 | $2,693+17.6% | $4,232-25.2% | $2,596+22.0% |
| Participant deferral / active EE | $7,313 | $4,148+76.3% | $5,602+30.5% | $4,027+81.6% |
| Admin fee / account holder | $16,205 | $6,582+146.2% | $10,323+57.0% | $5,403+199.9% |