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 | $209,014 | $82,664+152.8% | $125,339+66.8% | $68,494+205.2% |
| Participation rate | 98.4% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $11,694 | $3,381+245.9% | $4,814+142.9% | $2,596+350.4% |
| Participant deferral / active EE | $9,896 | $6,110+61.9% | $7,446+32.9% | $4,027+145.7% |
| Admin fee / account holder | $18,124 | $6,275+188.8% | $10,010+81.1% | $5,403+235.5% |