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 | $222,638 | $82,032+171.4% | $123,104+80.9% | $59,632+273.4% |
| Participation rate | 98.0% | 83.2%+14.8pp | 86.8%+11.3pp | 68.7%+29.4pp |
| Annual return | -1.03% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $9,834 | $3,297+198.3% | $5,151+90.9% | $2,203+346.5% |
| Participant deferral / active EE | $8,239 | $4,667+76.6% | $6,230+32.3% | $3,192+158.2% |
| Admin fee / account holder | $10,461 | $5,881+77.9% | $9,015+16.0% | $4,297+143.4% |