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 | $132,377 | $69,010+91.8% | $159,960-17.2% | $68,494+93.3% |
| Participation rate | 93.1% | 65.4%+27.7pp | 78.0%+15.2pp | 67.9%+25.2pp |
| Annual return | -18.00% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,720 | $2,213+158.4% | $4,226+35.4% | $2,596+120.3% |
| Participant deferral / active EE | $7,834 | $4,212+86.0% | $6,182+26.7% | $4,027+94.5% |
| Admin fee / account holder | $13,605 | $4,798+183.5% | $8,698+56.4% | $5,403+151.8% |