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 | $113,317 | $82,664+37.1% | $125,339-9.6% | $68,494+65.4% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -18.70% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,509 | $3,381-25.8% | $4,814-47.9% | $2,596-3.3% |
| Participant deferral / active EE | $5,438 | $6,110-11.0% | $7,446-27.0% | $4,027+35.0% |
| Admin fee / account holder | $1,357 | $6,275-78.4% | $10,010-86.4% | $5,403-74.9% |