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 | $196,300 | $127,386+54.1% | $115,037+70.6% | $125,391+56.6% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -2.73% | 31.28%-34.0pp | 26.14%-28.9pp | 282.22%-285.0pp |
| Employer contribution / active EE | $6,975 | $5,166+35.0% | $4,608+51.4% | $4,866+43.3% |
| Participant deferral / active EE | $3,267 | $6,423-49.1% | $6,026-45.8% | $5,352-38.9% |
| Admin fee / account holder | $25,740 | $9,516+170.5% | $8,175+214.9% | $9,540+169.8% |