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 | $181,299 | $82,664+119.3% | $125,339+44.6% | $68,494+164.7% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,740 | $3,381+69.8% | $4,814+19.3% | $2,596+121.1% |
| Participant deferral / active EE | $9,355 | $6,110+53.1% | $7,446+25.6% | $4,027+132.3% |
| Admin fee / account holder | $2,773 | $6,275-55.8% | $10,010-72.3% | $5,403-48.7% |