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 | $189,010 | $82,286+129.7% | $68,791+174.8% | $134,475+40.6% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.0%+23.8pp | 81.2%+11.6pp |
| Annual return | -15.73% | -2.19%-13.5pp | -6.38%-9.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,859 | $4,739+129.2% | $3,941+175.5% | $6,400+69.7% |
| Admin fee / account holder | $7,145 | $6,481+10.3% | $4,932+44.9% | $11,426-37.5% |