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 | $194,282 | $81,900+137.2% | $119,609+62.4% | $68,494+183.6% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.3%+6.1pp | 67.9%+17.4pp |
| Annual return | -15.38% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,718 | $2,693+112.3% | $4,232+35.1% | $2,596+120.3% |
| Participant deferral / active EE | $9,115 | $4,148+119.8% | $5,602+62.7% | $4,027+126.3% |
| Admin fee / account holder | $12,966 | $6,582+97.0% | $10,323+25.6% | $5,403+140.0% |