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 | $72,853 | $69,010+5.6% | $159,960-54.5% | $68,494+6.4% |
| Participation rate | 92.0% | 65.4%+26.6pp | 78.0%+14.0pp | 67.9%+24.1pp |
| Annual return | -15.81% | -9.65%-6.2pp | 408.60%-424.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,512 | $2,213+13.5% | $4,226-40.6% | $2,596-3.2% |
| Participant deferral / active EE | $5,517 | $4,212+31.0% | $6,182-10.8% | $4,027+37.0% |
| Admin fee / account holder | $5,131 | $4,798+6.9% | $8,698-41.0% | $5,403-5.0% |