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 | $117,332 | $82,664+41.9% | $125,339-6.4% | $68,494+71.3% |
| Participation rate | 91.2% | 75.0%+16.1pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,592 | $3,381-23.3% | $4,814-46.1% | $2,596-0.2% |
| Participant deferral / active EE | $8,432 | $6,110+38.0% | $7,446+13.2% | $4,027+109.4% |
| Admin fee / account holder | $344 | $6,275-94.5% | $10,010-96.6% | $5,403-93.6% |