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 | $142,929 | $82,664+72.9% | $125,339+14.0% | $68,494+108.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,291 | $3,381-2.7% | $4,814-31.6% | $2,596+26.8% |
| Participant deferral / active EE | $9,002 | $6,110+47.3% | $7,446+20.9% | $4,027+123.5% |
| Admin fee / account holder | $4,876 | $6,275-22.3% | $10,010-51.3% | $5,403-9.7% |