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 | $165,437 | $72,404+128.5% | $110,238+50.1% | $64,186+157.7% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.1pp |
| Annual return | -5.36% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,369 | $2,282+91.5% | $3,826+14.2% | $2,381+83.5% |
| Participant deferral / active EE | $9,827 | $3,469+183.3% | $4,672+110.3% | $3,470+183.2% |
| Admin fee / account holder | $23,558 | $5,664+315.9% | $8,547+175.6% | $4,888+381.9% |