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 | $218,291 | $76,000+187.2% | $154,107+41.6% | $64,186+240.1% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $7,026 | $3,351+109.7% | $5,298+32.6% | $2,381+195.1% |
| Participant deferral / active EE | $7,598 | $3,175+139.3% | $5,081+49.5% | $3,470+119.0% |
| Admin fee / account holder | $4,085 | $5,596-27.0% | $13,411-69.5% | $4,888-16.4% |