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 | $161,379 | $84,487+91.0% | $125,339+28.8% | $66,914+141.2% |
| Participation rate | 82.0% | 76.4%+5.6pp | 82.4%-0.4pp | 69.8%+12.2pp |
| Annual return | -15.16% | -8.39%-6.8pp | 572.05%-587.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,046 | $3,553-42.4% | $4,814-57.5% | $2,544-19.6% |
| Participant deferral / active EE | $11,063 | $6,781+63.1% | $7,446+48.6% | $4,237+161.1% |
| Admin fee / account holder | $17,681 | $685+2481.1% | $10,010+76.6% | $593+2880.3% |