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 | $188,915 | $82,664+128.5% | $125,339+50.7% | $68,494+175.8% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $5,496 | $3,381+62.5% | $4,814+14.2% | $2,596+111.7% |
| Participant deferral / active EE | $13,610 | $6,110+122.7% | $7,446+82.8% | $4,027+237.9% |
| Admin fee / account holder | $565 | $6,275-91.0% | $10,010-94.4% | $5,403-89.5% |