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 | $193,760 | $81,900+136.6% | $119,609+62.0% | $68,494+182.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.40% | -23.82%+11.4pp | -14.97%+2.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,111 | $2,693+52.6% | $4,232-2.9% | $2,596+58.3% |
| Participant deferral / active EE | $7,070 | $4,148+70.5% | $5,602+26.2% | $4,027+75.6% |
| Admin fee / account holder | $13,697 | $6,582+108.1% | $10,323+32.7% | $5,403+153.5% |