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 | $87,455 | $32,117+172.3% | $71,086+23.0% | $64,186+36.3% |
| Participation rate | 91.7% | 42.7%+49.0pp | 54.7%+37.0pp | 69.6%+22.1pp |
| Annual return | -3.58% | -5.57%+2.0pp | 650.59%-654.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,912 | $712+308.9% | $1,088+167.7% | $2,381+22.3% |
| Participant deferral / active EE | $3,751 | $1,263+197.0% | $1,874+100.2% | $3,470+8.1% |
| Admin fee / account holder | $11,846 | $2,759+329.3% | $3,082+284.3% | $4,888+142.3% |