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 | $210,174 | $53,162+295.3% | $91,220+130.4% | $68,494+206.8% |
| Participation rate | 72.6% | 63.2%+9.4pp | 73.2%-0.6pp | 67.9%+4.7pp |
| Annual return | -15.11% | -3.14%-12.0pp | 114.01%-129.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,646 | $1,709+54.8% | $2,850-7.2% | $2,596+1.9% |
| Participant deferral / active EE | $5,954 | $2,974+100.2% | $4,234+40.6% | $4,027+47.8% |
| Admin fee / account holder | $29,652 | $4,493+559.9% | $5,420+447.1% | $5,403+448.8% |