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 | $238,128 | $82,664+188.1% | $125,339+90.0% | $68,494+247.7% |
| Participation rate | 96.4% | 75.0%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -15.46% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,673 | $3,381+8.6% | $4,814-23.7% | $2,596+41.5% |
| Participant deferral / active EE | $7,855 | $6,110+28.6% | $7,446+5.5% | $4,027+95.1% |
| Admin fee / account holder | $21,772 | $6,275+246.9% | $10,010+117.5% | $5,403+303.0% |