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 | $143,849 | $82,664+74.0% | $125,339+14.8% | $68,494+110.0% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,576 | $3,381+64.9% | $4,814+15.8% | $2,596+114.8% |
| Participant deferral / active EE | $9,505 | $6,110+55.6% | $7,446+27.6% | $4,027+136.0% |
| Admin fee / account holder | $6,955 | $6,275+10.8% | $10,010-30.5% | $5,403+28.7% |