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 | $155,375 | $76,000+104.4% | $154,107+0.8% | $64,186+142.1% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -6.40% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $7,310 | $3,351+118.2% | $5,298+38.0% | $2,381+207.0% |
| Participant deferral / active EE | $4,127 | $3,175+30.0% | $5,081-18.8% | $3,470+19.0% |
| Admin fee / account holder | $6,612 | $5,596+18.2% | $13,411-50.7% | $4,888+35.3% |