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 | $210,920 | $73,867+185.5% | $143,757+46.7% | $68,494+207.9% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -14.35% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,559 | $3,184-19.6% | $4,951-48.3% | $2,596-1.5% |
| Participant deferral / active EE | $5,214 | $3,384+54.0% | $5,637-7.5% | $4,027+29.5% |
| Admin fee / account holder | $15,580 | $5,755+170.7% | $14,673+6.2% | $5,403+188.4% |