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 | $243,018 | $82,664+194.0% | $125,339+93.9% | $68,494+254.8% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -15.60% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,441 | $3,381+1.8% | $4,814-28.5% | $2,596+32.5% |
| Participant deferral / active EE | $11,572 | $6,110+89.4% | $7,446+55.4% | $4,027+187.3% |
| Admin fee / account holder | $7,504 | $6,275+19.6% | $10,010-25.0% | $5,403+38.9% |