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 | $186,741 | $82,664+125.9% | $125,339+49.0% | $68,494+172.6% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,100 | $3,381+21.3% | $4,814-14.8% | $2,596+57.9% |
| Participant deferral / active EE | $10,784 | $6,110+76.5% | $7,446+44.8% | $4,027+167.8% |
| Admin fee / account holder | $12,082 | $6,275+92.5% | $10,010+20.7% | $5,403+123.6% |