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 | $127,942 | $84,487+51.4% | $125,339+2.1% | $66,914+91.2% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+15.0pp | 69.8%+27.5pp |
| Annual return | -16.27% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,116 | $6,781+63.9% | $7,446+49.3% | $4,237+162.4% |
| Admin fee / account holder | $3,791 | $685+453.4% | $10,010-62.1% | $593+538.9% |