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 | $178,678 | $57,354+211.5% | $83,848+113.1% | $64,186+178.4% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -5.88% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,716 | $2,545+203.2% | $3,631+112.5% | $2,381+224.1% |
| Participant deferral / active EE | $6,778 | $2,993+126.4% | $4,082+66.1% | $3,470+95.3% |
| Admin fee / account holder | $2,423 | $4,046-40.1% | $5,478-55.8% | $4,888-50.4% |