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 | $62,523 | $27,641+126.2% | $61,373+1.9% | $68,494-8.7% |
| Participation rate | 82.8% | 39.5%+43.3pp | 52.6%+30.2pp | 67.9%+14.9pp |
| Annual return | -15.97% | -13.24%-2.7pp | 338.61%-354.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,080 | $695+486.6% | $1,159+251.9% | $2,596+57.1% |
| Participant deferral / active EE | $6,161 | $1,263+387.8% | $2,125+190.0% | $4,027+53.0% |
| Admin fee / account holder | $14,204 | $2,010+606.7% | $2,130+566.9% | $5,403+162.9% |