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 | $170,690 | $43,723+290.4% | $121,196+40.8% | $64,186+165.9% |
| Participation rate | 90.3% | 58.3%+32.0pp | 71.7%+18.6pp | 69.6%+20.8pp |
| Annual return | -5.01% | 68.91%-73.9pp | 16.93%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,803 | $1,296+270.5% | $4,022+19.4% | $2,381+101.7% |
| Participant deferral / active EE | $6,693 | $2,280+193.6% | $3,344+100.1% | $3,470+92.9% |
| Admin fee / account holder | $2,838 | $3,501-18.9% | $5,019-43.5% | $4,888-41.9% |