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 | $186,632 | $43,723+326.8% | $121,196+54.0% | $64,186+190.8% |
| Participation rate | 76.2% | 58.3%+17.9pp | 71.7%+4.4pp | 69.6%+6.6pp |
| Annual return | -3.97% | 68.91%-72.9pp | 16.93%-20.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,496 | $1,296+92.6% | $4,022-37.9% | $2,381+4.8% |
| Participant deferral / active EE | $7,381 | $2,280+223.8% | $3,344+120.7% | $3,470+112.7% |
| Admin fee / account holder | $54,676 | $3,501+1461.7% | $5,019+989.3% | $4,888+1018.6% |