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 | $215,526 | $46,674+361.8% | $117,472+83.5% | $68,494+214.7% |
| Participation rate | 76.7% | 56.8%+20.0pp | 70.6%+6.2pp | 67.9%+8.9pp |
| Annual return | -16.22% | -14.52%-1.7pp | 29.74%-46.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,775 | $1,505+350.3% | $4,176+62.2% | $2,596+160.9% |
| Participant deferral / active EE | $12,231 | $2,636+364.0% | $4,070+200.5% | $4,027+203.7% |
| Admin fee / account holder | $6,884 | $4,020+71.3% | $5,645+22.0% | $5,403+27.4% |