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 | $237,854 | $79,633+198.7% | $93,789+153.6% | $68,494+247.3% |
| Participation rate | 87.2% | 75.4%+11.8pp | 81.0%+6.2pp | 67.9%+19.3pp |
| Annual return | -17.16% | -0.10%-17.1pp | -11.33%-5.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $17,600 | $3,665+380.2% | $4,323+307.2% | $2,596+577.9% |
| Participant deferral / active EE | $8,473 | $5,158+64.3% | $6,094+39.0% | $4,027+110.4% |
| Admin fee / account holder | $34,145 | $6,871+396.9% | $7,195+374.6% | $5,403+532.0% |