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 | $153,236 | $59,107+159.3% | $86,436+77.3% | $68,494+123.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -13.18% | -0.23%-12.9pp | 4394.89%-4408.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,497 | $2,519-0.9% | $3,769-33.7% | $2,596-3.8% |
| Participant deferral / active EE | $7,243 | $5,901+22.7% | $6,952+4.2% | $4,027+79.9% |
| Admin fee / account holder | $7,178 | $5,637+27.3% | $6,731+6.6% | $5,403+32.9% |