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 | $216,717 | $53,162+307.7% | $91,220+137.6% | $68,494+216.4% |
| Participation rate | 97.1% | 63.2%+33.9pp | 73.2%+23.9pp | 67.9%+29.3pp |
| Annual return | -14.48% | -3.14%-11.3pp | 114.01%-128.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $7,142 | $1,709+317.8% | $2,850+150.6% | $2,596+175.1% |
| Participant deferral / active EE | $8,106 | $2,974+172.6% | $4,234+91.5% | $4,027+101.3% |
| Admin fee / account holder | $12,978 | $4,493+188.8% | $5,420+139.5% | $5,403+140.2% |