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 | $214,274 | $72,404+195.9% | $110,238+94.4% | $64,186+233.8% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+26.0pp |
| Annual return | -7.36% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $8,863 | $2,282+288.5% | $3,826+131.6% | $2,381+272.3% |
| Participant deferral / active EE | $6,928 | $3,469+99.7% | $4,672+48.3% | $3,470+99.7% |
| Admin fee / account holder | $8,780 | $5,664+55.0% | $8,547+2.7% | $4,888+79.6% |