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 | $241,094 | $140,588+71.5% | $123,104+95.8% | $125,391+92.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.99% | 16.80%-18.8pp | 13.22%-15.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $6,593 | $6,041+9.1% | $5,151+28.0% | $4,866+35.5% |
| Participant deferral / active EE | $8,552 | $6,980+22.5% | $6,230+37.3% | $5,352+59.8% |
| Admin fee / account holder | $11,689 | $11,198+4.4% | $9,015+29.7% | $9,540+22.5% |