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 | $179,237 | $90,519+98.0% | $93,789+91.1% | $134,475+33.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 81.0%+10.7pp | 81.2%+10.4pp |
| Annual return | -11.81% | -15.72%+3.9pp | -11.33%-0.5pp | 417.96%-429.8pp |
| Employer contribution / active EE | $6,594 | $4,343+51.8% | $4,323+52.5% | $4,740+39.1% |
| Participant deferral / active EE | $4,655 | $5,978-22.1% | $6,094-23.6% | $6,400-27.3% |
| Admin fee / account holder | $2,388 | $9,252-74.2% | $7,195-66.8% | $11,426-79.1% |