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 | $170,895 | $59,107+189.1% | $86,436+97.7% | $68,494+149.5% |
| Participation rate | 78.9% | 75.2%+3.7pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | -18.50% | -0.23%-18.3pp | 4394.89%-4413.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,066 | $2,519+21.7% | $3,769-18.6% | $2,596+18.1% |
| Participant deferral / active EE | $10,381 | $5,901+75.9% | $6,952+49.3% | $4,027+157.8% |
| Admin fee / account holder | $7,351 | $5,637+30.4% | $6,731+9.2% | $5,403+36.1% |