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 | $229,449 | $97,757+134.7% | $83,848+173.6% | $135,375+69.5% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -5.99% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $9,621 | $4,222+127.9% | $3,631+165.0% | $4,779+101.3% |
| Participant deferral / active EE | $7,832 | $4,682+67.3% | $4,082+91.9% | $5,609+39.6% |
| Admin fee / account holder | $1,117 | $6,674-83.3% | $5,478-79.6% | $10,827-89.7% |