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 | $190,455 | $82,664+130.4% | $125,339+52.0% | $68,494+178.1% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -15.75% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $11,405 | $3,381+237.3% | $4,814+136.9% | $2,596+339.3% |
| Participant deferral / active EE | $8,354 | $6,110+36.7% | $7,446+12.2% | $4,027+107.4% |
| Admin fee / account holder | $6,846 | $6,275+9.1% | $10,010-31.6% | $5,403+26.7% |