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 | $53,908 | $180,449-70.1% | $154,107-65.0% | $135,375-60.2% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -6.74% | 888.09%-894.8pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $8,748 | $6,035+45.0% | $5,298+65.1% | $4,779+83.1% |
| Participant deferral / active EE | $6,313 | $5,806+8.7% | $5,081+24.3% | $5,609+12.6% |
| Admin fee / account holder | $15,268 | $16,143-5.4% | $13,411+13.8% | $10,827+41.0% |