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 | $211,408 | $73,867+186.2% | $143,757+47.1% | $68,494+208.7% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -14.95% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $6,810 | $3,184+113.9% | $4,951+37.5% | $2,596+162.3% |
| Participant deferral / active EE | $4,206 | $3,384+24.3% | $5,637-25.4% | $4,027+4.4% |
| Admin fee / account holder | $4,259 | $5,755-26.0% | $14,673-71.0% | $5,403-21.2% |