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 | $145,990 | $180,449-19.1% | $154,107-5.3% | $135,375+7.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.80% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,145 | $6,035-31.3% | $5,298-21.8% | $4,779-13.3% |
| Participant deferral / active EE | $4,996 | $5,806-14.0% | $5,081-1.7% | $5,609-10.9% |
| Admin fee / account holder | $2,311 | $16,143-85.7% | $13,411-82.8% | $10,827-78.7% |