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 | $181,188 | $45,863+295.1% | $77,024+135.2% | $68,494+164.5% |
| Participation rate | 78.1% | 55.9%+22.2pp | 67.9%+10.2pp | 67.9%+10.2pp |
| Annual return | -15.02% | 1.72%-16.7pp | 42.32%-57.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,402 | $1,650+45.6% | $2,812-14.6% | $2,596-7.5% |
| Participant deferral / active EE | $7,956 | $2,962+168.6% | $4,426+79.7% | $4,027+97.6% |
| Admin fee / account holder | $1,898 | $3,041-37.6% | $5,425-65.0% | $5,403-64.9% |