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 | $235,357 | $82,664+184.7% | $125,339+87.8% | $68,494+243.6% |
| Participation rate | 94.2% | 75.0%+19.2pp | 82.4%+11.8pp | 67.9%+26.3pp |
| Annual return | -14.33% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $9,503 | $3,381+181.1% | $4,814+97.4% | $2,596+266.0% |
| Participant deferral / active EE | $8,477 | $6,110+38.7% | $7,446+13.8% | $4,027+110.5% |
| Admin fee / account holder | $2,768 | $6,275-55.9% | $10,010-72.3% | $5,403-48.8% |