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 | $112,429 | $82,664+36.0% | $125,339-10.3% | $68,494+64.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -14.90% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $11,421 | $3,381+237.8% | $4,814+137.3% | $2,596+339.9% |
| Participant deferral / active EE | $10,807 | $6,110+76.9% | $7,446+45.1% | $4,027+168.4% |
| Admin fee / account holder | $9,939 | $6,275+58.4% | $10,010-0.7% | $5,403+84.0% |