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 | $222,545 | $82,286+170.5% | $68,791+223.5% | $134,475+65.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -12.66% | -2.19%-10.5pp | -6.38%-6.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,151 | $3,301-4.5% | $2,655+18.7% | $4,740-33.5% |
| Participant deferral / active EE | $5,234 | $4,739+10.5% | $3,941+32.8% | $6,400-18.2% |
| Admin fee / account holder | $952 | $6,481-85.3% | $4,932-80.7% | $11,426-91.7% |