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 | $141,547 | $52,519+169.5% | $155,790-9.1% | $59,632+137.4% |
| Participation rate | 77.8% | 61.7%+16.1pp | 76.1%+1.7pp | 68.7%+9.1pp |
| Annual return | 0.56% | 53.51%-53.0pp | 71.54%-71.0pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,541 | $1,589+122.8% | $3,836-7.7% | $2,203+60.8% |
| Participant deferral / active EE | $8,699 | $3,084+182.0% | $4,797+81.3% | $3,192+172.5% |
| Admin fee / account holder | $537 | $3,540-84.8% | $7,478-92.8% | $4,297-87.5% |