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 | $146,823 | $92,222+59.2% | $76,768+91.3% | $135,375+8.5% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | -6.41% | 5.46%-11.9pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,015 | $3,216-37.4% | $2,485-18.9% | $4,779-57.8% |
| Participant deferral / active EE | $6,763 | $4,509+50.0% | $3,852+75.6% | $5,609+20.6% |
| Admin fee / account holder | $1,114 | $10,748-89.6% | $6,675-83.3% | $10,827-89.7% |