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 | $123,732 | $82,664+49.7% | $125,339-1.3% | $68,494+80.6% |
| Participation rate | 79.5% | 75.0%+4.4pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,572 | $3,381-53.5% | $4,814-67.3% | $2,596-39.4% |
| Participant deferral / active EE | $10,432 | $6,110+70.7% | $7,446+40.1% | $4,027+159.1% |
| Admin fee / account holder | $13,243 | $6,275+111.0% | $10,010+32.3% | $5,403+145.1% |