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 | $213,759 | $64,707+230.3% | $112,228+90.5% | $68,494+212.1% |
| Participation rate | 71.1% | 67.2%+4.0pp | 75.1%-3.9pp | 67.9%+3.2pp |
| Annual return | -8.80% | -11.40%+2.6pp | 27.45%-36.2pp | -7.84%-1.0pp |
| Employer contribution / active EE | $10,648 | $2,746+287.8% | $3,635+193.0% | $2,596+310.1% |
| Participant deferral / active EE | $6,117 | $3,565+71.6% | $4,728+29.4% | $4,027+51.9% |
| Admin fee / account holder | $9,244 | $5,232+76.7% | $6,410+44.2% | $5,403+71.1% |