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 | $85,804 | $82,664+3.8% | $125,339-31.5% | $68,494+25.3% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -14.01% | -5.97%-8.0pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $7,167 | $3,381+112.0% | $4,814+48.9% | $2,596+176.1% |
| Participant deferral / active EE | $2,627 | $6,110-57.0% | $7,446-64.7% | $4,027-34.8% |
| Admin fee / account holder | $24,352 | $6,275+288.0% | $10,010+143.3% | $5,403+350.7% |