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 | $105,172 | $104,106+1.0% | $71,086+48.0% | $135,375-22.3% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | -4.49% | 1256.30%-1260.8pp | 650.59%-655.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,984 | $1,485+168.3% | $1,088+266.3% | $4,779-16.6% |
| Participant deferral / active EE | $11,234 | $2,527+344.6% | $1,874+499.4% | $5,609+100.3% |
| Admin fee / account holder | $1,752 | $4,142-57.7% | $3,082-43.2% | $10,827-83.8% |