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 | $145,014 | $82,664+75.4% | $125,339+15.7% | $68,494+111.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -14.97% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,052 | $3,381+49.4% | $4,814+5.0% | $2,596+94.6% |
| Participant deferral / active EE | $12,777 | $6,110+109.1% | $7,446+71.6% | $4,027+217.3% |
| Admin fee / account holder | $3,566 | $6,275-43.2% | $10,010-64.4% | $5,403-34.0% |