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 | $124,214 | $82,664+50.3% | $125,339-0.9% | $68,494+81.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -13.04% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $7,820 | $3,381+131.3% | $4,814+62.5% | $2,596+201.2% |
| Participant deferral / active EE | $9,192 | $6,110+50.4% | $7,446+23.4% | $4,027+128.2% |
| Admin fee / account holder | $11,074 | $6,275+76.5% | $10,010+10.6% | $5,403+105.0% |