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 | $127,420 | $81,900+55.6% | $119,609+6.5% | $68,494+86.0% |
| Participation rate | 94.6% | 71.9%+22.8pp | 79.3%+15.4pp | 67.9%+26.8pp |
| Annual return | -17.79% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,940 | $2,693+9.2% | $4,232-30.5% | $2,596+13.2% |
| Participant deferral / active EE | $12,011 | $4,148+189.6% | $5,602+114.4% | $4,027+198.2% |
| Admin fee / account holder | $13,679 | $6,582+107.8% | $10,323+32.5% | $5,403+153.2% |