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 | $221,817 | $78,694+181.9% | $67,652+227.9% | $125,391+76.9% |
| Participation rate | 93.3% | 78.8%+14.5pp | 75.7%+17.7pp | 83.2%+10.1pp |
| Annual return | -0.71% | 9.46%-10.2pp | 6625.04%-6625.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $4,389 | $3,044+44.2% | $2,266+93.7% | $4,866-9.8% |
| Participant deferral / active EE | $7,658 | $4,292+78.4% | $3,560+115.1% | $5,352+43.1% |
| Admin fee / account holder | $2,716 | $7,403-63.3% | $4,821-43.7% | $9,540-71.5% |