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 | $190,292 | $91,190+108.7% | $178,490+6.6% | $79,858+138.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.74% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,915 | $3,256-41.2% | $5,011-61.8% | $2,471-22.5% |
| Participant deferral / active EE | $3,227 | $3,236-0.3% | $5,202-38.0% | $3,740-13.7% |
| Admin fee / account holder | $21,765 | $6,751+222.4% | $13,984+55.6% | $5,306+310.2% |