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 | $161,092 | $82,664+94.9% | $125,339+28.5% | $68,494+135.2% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -7.29% | -5.97%-1.3pp | 572.05%-579.3pp | -7.84%+0.6pp |
| Employer contribution / active EE | $2,444 | $3,381-27.7% | $4,814-49.2% | $2,596-5.9% |
| Participant deferral / active EE | $5,906 | $6,110-3.4% | $7,446-20.7% | $4,027+46.6% |
| Admin fee / account holder | $26,753 | $6,275+326.3% | $10,010+167.3% | $5,403+395.2% |