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 | $206,243 | $71,883+186.9% | $86,677+137.9% | $68,494+201.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.51% | 3.52%-15.0pp | 35.91%-47.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,768 | $2,173+73.4% | $2,836+32.8% | $2,596+45.1% |
| Participant deferral / active EE | $4,055 | $3,779+7.3% | $4,656-12.9% | $4,027+0.7% |
| Admin fee / account holder | $10,828 | $6,112+77.2% | $7,493+44.5% | $5,403+100.4% |