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 | $84,103 | $54,350+54.7% | $82,719+1.7% | $68,494+22.8% |
| Participation rate | 96.5% | 63.9%+32.6pp | 72.6%+23.9pp | 67.9%+28.6pp |
| Annual return | -15.71% | -13.67%-2.0pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,586 | $2,218+61.7% | $3,009+19.2% | $2,596+38.1% |
| Participant deferral / active EE | $6,217 | $3,246+91.5% | $4,395+41.5% | $4,027+54.4% |
| Admin fee / account holder | $11,087 | $4,395+152.2% | $5,329+108.1% | $5,403+105.2% |