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 | $114,704 | $82,664+38.8% | $125,339-8.5% | $68,494+67.5% |
| Participation rate | 86.5% | 75.0%+11.5pp | 82.4%+4.2pp | 67.9%+18.7pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,163 | $3,381-65.6% | $4,814-75.8% | $2,596-55.2% |
| Participant deferral / active EE | $5,919 | $6,110-3.1% | $7,446-20.5% | $4,027+47.0% |
| Admin fee / account holder | $7,927 | $6,275+26.3% | $10,010-20.8% | $5,403+46.7% |