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 | $162,421 | $82,664+96.5% | $125,339+29.6% | $68,494+137.1% |
| Participation rate | 98.4% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $7,528 | $3,381+122.6% | $4,814+56.4% | $2,596+189.9% |
| Participant deferral / active EE | $11,491 | $6,110+88.1% | $7,446+54.3% | $4,027+185.3% |
| Admin fee / account holder | $7,090 | $6,275+13.0% | $10,010-29.2% | $5,403+31.2% |