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 | $205,887 | $77,813+164.6% | $123,544+66.7% | $64,186+220.8% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -5.16% | 12.48%-17.6pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,744 | $3,014+57.4% | $4,628+2.5% | $2,381+99.2% |
| Participant deferral / active EE | $7,181 | $5,240+37.0% | $6,426+11.8% | $3,470+107.0% |
| Admin fee / account holder | $16,771 | $5,519+203.9% | $9,284+80.6% | $4,888+243.1% |