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 | $97,040 | $54,350+78.5% | $82,719+17.3% | $68,494+41.7% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -15.83% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,076 | $2,218+38.7% | $3,009+2.2% | $2,596+18.5% |
| Participant deferral / active EE | $6,073 | $3,246+87.1% | $4,395+38.2% | $4,027+50.8% |
| Admin fee / account holder | $2,070 | $4,395-52.9% | $5,329-61.2% | $5,403-61.7% |