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 5-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 | $130,462 | $54,350+140.0% | $82,719+57.7% | $68,494+90.5% |
| Participation rate | 74.1% | 63.9%+10.2pp | 72.6%+1.5pp | 67.9%+6.2pp |
| Annual return | -16.38% | -13.67%-2.7pp | 701.18%-717.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $949 | $2,218-57.2% | $3,009-68.5% | $2,596-63.5% |
| Participant deferral / active EE | $3,749 | $3,246+15.5% | $4,395-14.7% | $4,027-6.9% |
| Admin fee / account holder | $11,657 | $4,395+165.2% | $5,329+118.8% | $5,403+115.8% |