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 5-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 | $28,203 | $90,600-68.9% | $79,464-64.5% | $135,375-79.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -8.20% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,965 | $3,068+29.2% | $2,800+41.6% | $4,779-17.0% |
| Participant deferral / active EE | $3,287 | $4,050-18.9% | $3,704-11.3% | $5,609-41.4% |
| Admin fee / account holder | $1,217 | $5,907-79.4% | $5,113-76.2% | $10,827-88.8% |