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 | $140,379 | $110,094+27.5% | $151,611-7.4% | $68,494+105.0% |
| Participation rate | 98.2% | 84.0%+14.2pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -11.70% | -10.12%-1.6pp | 3.33%-15.0pp | -7.84%-3.9pp |
| Employer contribution / active EE | $11,023 | $4,471+146.6% | $6,166+78.8% | $2,596+324.6% |
| Participant deferral / active EE | $6,599 | $6,527+1.1% | $8,363-21.1% | $4,027+63.9% |
| Admin fee / account holder | $5,940 | $7,719-23.0% | $11,616-48.9% | $5,403+9.9% |