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 | $157,769 | $82,664+90.9% | $125,339+25.9% | $68,494+130.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -15.64% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $8,556 | $3,381+153.1% | $4,814+77.8% | $2,596+229.6% |
| Participant deferral / active EE | $7,922 | $6,110+29.6% | $7,446+6.4% | $4,027+96.7% |
| Admin fee / account holder | $17,794 | $6,275+183.6% | $10,010+77.8% | $5,403+229.4% |