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 | $158,134 | $100,754+57.0% | $86,677+82.4% | $134,475+17.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.67% | 29.04%-43.7pp | 35.91%-50.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,196 | $3,489-37.1% | $2,836-22.6% | $4,740-53.7% |
| Participant deferral / active EE | $7,187 | $5,338+34.6% | $4,656+54.4% | $6,400+12.3% |
| Admin fee / account holder | $30,470 | $10,926+178.9% | $7,493+306.6% | $11,426+166.7% |