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 | $216,047 | $82,664+161.4% | $125,339+72.4% | $68,494+215.4% |
| Participation rate | 96.1% | 75.0%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | -14.87% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,552 | $3,381+64.2% | $4,814+15.3% | $2,596+113.8% |
| Participant deferral / active EE | $10,397 | $6,110+70.1% | $7,446+39.6% | $4,027+158.2% |
| Admin fee / account holder | $4,840 | $6,275-22.9% | $10,010-51.7% | $5,403-10.4% |