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 | $244,852 | $59,805+309.4% | $79,550+207.8% | $68,494+257.5% |
| Participation rate | 79.3% | 61.1%+18.2pp | 69.5%+9.8pp | 67.9%+11.4pp |
| Annual return | -15.39% | -12.30%-3.1pp | 0.16%-15.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,869 | $1,505+223.5% | $2,413+101.8% | $2,596+87.5% |
| Participant deferral / active EE | $9,915 | $3,024+227.9% | $3,985+148.8% | $4,027+146.2% |
| Admin fee / account holder | $19,333 | $4,835+299.9% | $6,832+183.0% | $5,403+257.8% |