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 4-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 | $245,021 | $82,032+198.7% | $123,104+99.0% | $59,632+310.9% |
| Participation rate | 97.1% | 83.2%+13.9pp | 86.8%+10.4pp | 68.7%+28.5pp |
| Annual return | -1.02% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $21,885 | $3,297+563.9% | $5,151+324.9% | $2,203+893.6% |
| Participant deferral / active EE | $15,173 | $4,667+225.1% | $6,230+143.6% | $3,192+375.4% |
| Admin fee / account holder | $10,640 | $5,881+80.9% | $9,015+18.0% | $4,297+147.6% |