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 | $234,038 | $110,094+112.6% | $151,611+54.4% | $68,494+241.7% |
| Participation rate | 73.3% | 84.0%-10.6pp | 87.5%-14.2pp | 67.9%+5.4pp |
| Annual return | -16.70% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,264 | $4,471-49.4% | $6,166-63.3% | $2,596-12.8% |
| Participant deferral / active EE | $8,733 | $6,527+33.8% | $8,363+4.4% | $4,027+116.8% |
| Admin fee / account holder | $567 | $7,719-92.6% | $11,616-95.1% | $5,403-89.5% |