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 | $135,059 | $82,664+63.4% | $125,339+7.8% | $68,494+97.2% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -14.14% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $955 | $3,381-71.7% | $4,814-80.2% | $2,596-63.2% |
| Participant deferral / active EE | $10,152 | $6,110+66.1% | $7,446+36.3% | $4,027+152.1% |
| Admin fee / account holder | $16,424 | $6,275+161.7% | $10,010+64.1% | $5,403+204.0% |