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 | $120,839 | $84,487+43.0% | $125,339-3.6% | $66,914+80.6% |
| Participation rate | 98.0% | 76.4%+21.6pp | 82.4%+15.6pp | 69.8%+28.2pp |
| Annual return | -16.41% | -8.39%-8.0pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,197 | $3,553-10.0% | $4,814-33.6% | $2,544+25.7% |
| Participant deferral / active EE | $8,088 | $6,781+19.3% | $7,446+8.6% | $4,237+90.9% |
| Admin fee / account holder | $1,354 | $685+97.6% | $10,010-86.5% | $593+128.2% |