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 | $105,933 | $82,664+28.1% | $125,339-15.5% | $68,494+54.7% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -12.85% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,673 | $3,381+8.6% | $4,814-23.7% | $2,596+41.5% |
| Participant deferral / active EE | $8,954 | $6,110+46.5% | $7,446+20.3% | $4,027+122.3% |
| Admin fee / account holder | $16,563 | $6,275+163.9% | $10,010+65.5% | $5,403+206.6% |