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 | $117,549 | $82,664+42.2% | $125,339-6.2% | $68,494+71.6% |
| Participation rate | 70.4% | 75.0%-4.6pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,634 | $3,381+7.5% | $4,814-24.5% | $2,596+40.0% |
| Participant deferral / active EE | $8,826 | $6,110+44.4% | $7,446+18.5% | $4,027+119.2% |
| Admin fee / account holder | $1,920 | $6,275-69.4% | $10,010-80.8% | $5,403-64.5% |