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 | $231,430 | $76,000+204.5% | $154,107+50.2% | $64,186+260.6% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | -4.40% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $11,935 | $3,351+256.2% | $5,298+125.3% | $2,381+401.3% |
| Participant deferral / active EE | $4,388 | $3,175+38.2% | $5,081-13.6% | $3,470+26.5% |
| Admin fee / account holder | $6,867 | $5,596+22.7% | $13,411-48.8% | $4,888+40.5% |