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 | $106,581 | $54,350+96.1% | $82,719+28.8% | $68,494+55.6% |
| Participation rate | 76.3% | 63.9%+12.4pp | 72.6%+3.8pp | 67.9%+8.4pp |
| Annual return | -14.96% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,939 | $2,218+32.5% | $3,009-2.3% | $2,596+13.2% |
| Participant deferral / active EE | $3,733 | $3,246+15.0% | $4,395-15.1% | $4,027-7.3% |
| Admin fee / account holder | $3,752 | $4,395-14.6% | $5,329-29.6% | $5,403-30.5% |