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 | $209,923 | $64,707+224.4% | $112,228+87.1% | $68,494+206.5% |
| Participation rate | 93.2% | 67.2%+26.0pp | 75.1%+18.1pp | 67.9%+25.3pp |
| Annual return | -13.85% | -11.40%-2.5pp | 27.45%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,368 | $2,746-13.8% | $3,635-34.9% | $2,596-8.8% |
| Participant deferral / active EE | $7,846 | $3,565+120.1% | $4,728+65.9% | $4,027+94.8% |
| Admin fee / account holder | $11,496 | $5,232+119.7% | $6,410+79.3% | $5,403+112.8% |