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 | $103,752 | $32,117+223.0% | $71,086+46.0% | $64,186+61.6% |
| Participation rate | 90.2% | 42.7%+47.5pp | 54.7%+35.6pp | 69.6%+20.7pp |
| Annual return | -7.37% | -5.57%-1.8pp | 650.59%-658.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,491 | $712+390.1% | $1,088+220.9% | $2,381+46.6% |
| Participant deferral / active EE | $6,220 | $1,263+392.5% | $1,874+231.9% | $3,470+79.3% |
| Admin fee / account holder | $12,548 | $2,759+354.8% | $3,082+307.1% | $4,888+156.7% |