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 | $69,374 | $27,641+151.0% | $61,373+13.0% | $68,494+1.3% |
| Participation rate | 85.5% | 39.5%+46.0pp | 52.6%+32.9pp | 67.9%+17.6pp |
| Annual return | -16.28% | -13.24%-3.0pp | 338.61%-354.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $651 | $695-6.4% | $1,159-43.9% | $2,596-74.9% |
| Participant deferral / active EE | $3,650 | $1,263+188.9% | $2,125+71.8% | $4,027-9.4% |
| Admin fee / account holder | $2,765 | $2,010+37.6% | $2,130+29.9% | $5,403-48.8% |