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 | $200,895 | $73,004+175.2% | $90,749+121.4% | $68,494+193.3% |
| Participation rate | 75.5% | 70.8%+4.7pp | 75.7%-0.2pp | 67.9%+7.6pp |
| Annual return | -15.62% | -13.81%-1.8pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,432 | $2,193+56.5% | $2,921+17.5% | $2,596+32.2% |
| Participant deferral / active EE | $4,272 | $3,627+17.8% | $4,564-6.4% | $4,027+6.1% |
| Admin fee / account holder | $11,102 | $5,896+88.3% | $8,445+31.5% | $5,403+105.5% |