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 | $76,362 | $69,010+10.7% | $159,960-52.3% | $68,494+11.5% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 67.9%+28.7pp |
| Annual return | -14.84% | -9.65%-5.2pp | 408.60%-423.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,775 | $2,213+160.9% | $4,226+36.7% | $2,596+122.4% |
| Participant deferral / active EE | $9,538 | $4,212+126.4% | $6,182+54.3% | $4,027+136.8% |
| Admin fee / account holder | $2,546 | $4,798-46.9% | $8,698-70.7% | $5,403-52.9% |