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 | $163,525 | $42,894+281.2% | $60,874+168.6% | $68,494+138.7% |
| Participation rate | 97.0% | 66.8%+30.2pp | 73.1%+23.9pp | 67.9%+29.1pp |
| Annual return | -13.46% | -13.98%+0.5pp | 16.90%-30.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $6,407 | $1,978+223.9% | $2,701+137.2% | $2,596+146.8% |
| Participant deferral / active EE | $5,275 | $2,867+84.0% | $3,817+38.2% | $4,027+31.0% |
| Admin fee / account holder | $3,020 | $3,101-2.6% | $3,224-6.3% | $5,403-44.1% |