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 | $212,642 | $57,354+270.8% | $83,848+153.6% | $64,186+231.3% |
| Participation rate | 91.9% | 68.6%+23.3pp | 76.1%+15.7pp | 69.6%+22.3pp |
| Annual return | -6.56% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,724 | $2,545-32.3% | $3,631-52.5% | $2,381-27.6% |
| Participant deferral / active EE | $10,505 | $2,993+251.0% | $4,082+157.4% | $3,470+202.8% |
| Admin fee / account holder | $2,005 | $4,046-50.4% | $5,478-63.4% | $4,888-59.0% |