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 | $240,297 | $73,867+225.3% | $143,757+67.2% | $68,494+250.8% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -17.03% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $11,385 | $3,184+257.6% | $4,951+130.0% | $2,596+338.5% |
| Participant deferral / active EE | $7,196 | $3,384+112.6% | $5,637+27.7% | $4,027+78.7% |
| Admin fee / account holder | $4,538 | $5,755-21.1% | $14,673-69.1% | $5,403-16.0% |