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 | $232,007 | $167,307+38.7% | $143,757+61.4% | $134,475+72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.83% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $6,611 | $5,619+17.7% | $4,951+33.5% | $4,740+39.5% |
| Participant deferral / active EE | $6,794 | $6,446+5.4% | $5,637+20.5% | $6,400+6.2% |
| Admin fee / account holder | $1,498 | $18,088-91.7% | $14,673-89.8% | $11,426-86.9% |