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 | $127,852 | $82,664+54.7% | $125,339+2.0% | $68,494+86.7% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -19.35% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,034 | $3,381-69.4% | $4,814-78.5% | $2,596-60.2% |
| Participant deferral / active EE | $10,683 | $6,110+74.8% | $7,446+43.5% | $4,027+165.3% |
| Admin fee / account holder | $17,094 | $6,275+172.4% | $10,010+70.8% | $5,403+216.4% |