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 | $142,807 | $82,664+72.8% | $125,339+13.9% | $68,494+108.5% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $6,954 | $3,381+105.7% | $4,814+44.5% | $2,596+167.8% |
| Participant deferral / active EE | $6,583 | $6,110+7.7% | $7,446-11.6% | $4,027+63.5% |
| Admin fee / account holder | $5,925 | $6,275-5.6% | $10,010-40.8% | $5,403+9.7% |