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 | $65,745 | $82,664-20.5% | $125,339-47.5% | $68,494-4.0% |
| Participation rate | 90.3% | 75.0%+15.2pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -16.42% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,261 | $3,381+55.6% | $4,814+9.3% | $2,596+102.6% |
| Participant deferral / active EE | $12,682 | $6,110+107.5% | $7,446+70.3% | $4,027+214.9% |
| Admin fee / account holder | $9,806 | $6,275+56.3% | $10,010-2.0% | $5,403+81.5% |