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 | $216,086 | $49,177+339.4% | $79,464+171.9% | $64,186+236.7% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 69.6%+24.5pp |
| Annual return | -4.79% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $8,786 | $2,076+323.2% | $2,800+213.7% | $2,381+269.0% |
| Participant deferral / active EE | $8,032 | $2,821+184.7% | $3,704+116.9% | $3,470+131.5% |
| Admin fee / account holder | $7,029 | $3,839+83.1% | $5,113+37.5% | $4,888+43.8% |