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 | $241,771 | $73,867+227.3% | $143,757+68.2% | $68,494+253.0% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -12.66% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $4,609 | $3,184+44.8% | $4,951-6.9% | $2,596+77.5% |
| Participant deferral / active EE | $7,031 | $3,384+107.7% | $5,637+24.7% | $4,027+74.6% |
| Admin fee / account holder | $53,483 | $5,755+829.4% | $14,673+264.5% | $5,403+889.9% |