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 | $74,201 | $27,641+168.4% | $61,373+20.9% | $68,494+8.3% |
| Participation rate | 75.6% | 39.5%+36.1pp | 52.6%+23.0pp | 67.9%+7.7pp |
| Annual return | -17.78% | -13.24%-4.5pp | 338.61%-356.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,818 | $695+161.4% | $1,159+56.8% | $2,596-30.0% |
| Participant deferral / active EE | $4,207 | $1,263+233.0% | $2,125+98.0% | $4,027+4.5% |
| Admin fee / account holder | $814 | $2,010-59.5% | $2,130-61.8% | $5,403-84.9% |