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 | $190,839 | $73,867+158.4% | $143,757+32.8% | $68,494+178.6% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -18.67% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,127 | $3,184-1.8% | $4,951-36.8% | $2,596+20.4% |
| Participant deferral / active EE | $9,518 | $3,384+181.2% | $5,637+68.8% | $4,027+136.3% |
| Admin fee / account holder | $4,029 | $5,755-30.0% | $14,673-72.5% | $5,403-25.4% |