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 | $195,653 | $133,958+46.1% | $112,228+74.3% | $134,475+45.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -11.38% | 47.11%-58.5pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,890 | $4,038-53.2% | $3,635-48.0% | $4,740-60.1% |
| Participant deferral / active EE | $6,636 | $5,291+25.4% | $4,728+40.4% | $6,400+3.7% |
| Admin fee / account holder | $3,159 | $7,489-57.8% | $6,410-50.7% | $11,426-72.4% |