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 | $90,643 | $69,010+31.3% | $159,960-43.3% | $68,494+32.3% |
| Participation rate | 93.9% | 65.4%+28.5pp | 78.0%+15.9pp | 67.9%+26.0pp |
| Annual return | -13.46% | -9.65%-3.8pp | 408.60%-422.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,162 | $2,213-47.5% | $4,226-72.5% | $2,596-55.2% |
| Participant deferral / active EE | $6,482 | $4,212+53.9% | $6,182+4.8% | $4,027+60.9% |
| Admin fee / account holder | $610 | $4,798-87.3% | $8,698-93.0% | $5,403-88.7% |