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 | $112,443 | $81,900+37.3% | $119,609-6.0% | $68,494+64.2% |
| Participation rate | 86.2% | 71.9%+14.3pp | 79.3%+6.9pp | 67.9%+18.3pp |
| Annual return | -14.28% | -23.82%+9.5pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,140 | $2,693+53.7% | $4,232-2.2% | $2,596+59.4% |
| Participant deferral / active EE | $2,881 | $4,148-30.6% | $5,602-48.6% | $4,027-28.5% |
| Admin fee / account holder | $3,966 | $6,582-39.7% | $10,323-61.6% | $5,403-26.6% |