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 | $118,580 | $49,177+141.1% | $79,464+49.2% | $64,186+84.7% |
| Participation rate | 97.4% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.8pp |
| Annual return | -6.33% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,311 | $2,076+155.8% | $2,800+89.6% | $2,381+123.1% |
| Participant deferral / active EE | $9,041 | $2,821+220.4% | $3,704+144.1% | $3,470+160.6% |
| Admin fee / account holder | $6,653 | $3,839+73.3% | $5,113+30.1% | $4,888+36.1% |