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 | $160,980 | $73,867+117.9% | $143,757+12.0% | $68,494+135.0% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -17.29% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $13,609 | $3,184+327.4% | $4,951+174.9% | $2,596+424.2% |
| Participant deferral / active EE | $8,537 | $3,384+152.3% | $5,637+51.5% | $4,027+112.0% |
| Admin fee / account holder | $9,058 | $5,755+57.4% | $14,673-38.3% | $5,403+67.7% |