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 | $116,768 | $82,664+41.3% | $125,339-6.8% | $68,494+70.5% |
| Participation rate | 98.4% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,732 | $3,381+69.5% | $4,814+19.1% | $2,596+120.8% |
| Participant deferral / active EE | $8,546 | $6,110+39.9% | $7,446+14.8% | $4,027+112.2% |
| Admin fee / account holder | $5,337 | $6,275-15.0% | $10,010-46.7% | $5,403-1.2% |