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 8-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 | $110,345 | $82,664+33.5% | $125,339-12.0% | $68,494+61.1% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -9.34% | -5.97%-3.4pp | 572.05%-581.4pp | -7.84%-1.5pp |
| Employer contribution / active EE | $3,815 | $3,381+12.8% | $4,814-20.8% | $2,596+46.9% |
| Participant deferral / active EE | $8,815 | $6,110+44.3% | $7,446+18.4% | $4,027+118.9% |
| Admin fee / account holder | $12,850 | $6,275+104.8% | $10,010+28.4% | $5,403+137.8% |