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 | $131,899 | $82,664+59.6% | $125,339+5.2% | $68,494+92.6% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $7,455 | $3,381+120.5% | $4,814+54.9% | $2,596+187.1% |
| Participant deferral / active EE | $6,389 | $6,110+4.6% | $7,446-14.2% | $4,027+58.6% |
| Admin fee / account holder | $793 | $6,275-87.4% | $10,010-92.1% | $5,403-85.3% |