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 | $224,765 | $110,094+104.2% | $151,611+48.3% | $68,494+228.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.29% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,803 | $4,471+29.8% | $6,166-5.9% | $2,596+123.5% |
| Participant deferral / active EE | $7,835 | $6,527+20.0% | $8,363-6.3% | $4,027+94.5% |
| Admin fee / account holder | $47,218 | $7,719+511.8% | $11,616+306.5% | $5,403+774.0% |