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 | $246,941 | $93,024+165.5% | $77,024+220.6% | $134,475+83.6% |
| Participation rate | 84.2% | 74.5%+9.7pp | 67.9%+16.3pp | 81.2%+3.0pp |
| Annual return | -19.81% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,274 | $3,418-33.5% | $2,812-19.1% | $4,740-52.0% |
| Participant deferral / active EE | $9,458 | $5,238+80.6% | $4,426+113.7% | $6,400+47.8% |
| Admin fee / account holder | $8,983 | $6,944+29.4% | $5,425+65.6% | $11,426-21.4% |