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 | $150,495 | $76,000+98.0% | $154,107-2.3% | $64,186+134.5% |
| Participation rate | 98.8% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | -2.23% | 30.32%-32.5pp | 735.12%-737.3pp | 7.63%-9.9pp |
| Employer contribution / active EE | $4,808 | $3,351+43.5% | $5,298-9.2% | $2,381+101.9% |
| Participant deferral / active EE | $8,615 | $3,175+171.3% | $5,081+69.6% | $3,470+148.3% |
| Admin fee / account holder | $3,139 | $5,596-43.9% | $13,411-76.6% | $4,888-35.8% |