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 | $81,839 | $53,162+53.9% | $91,220-10.3% | $68,494+19.5% |
| Participation rate | 96.6% | 63.2%+33.3pp | 73.2%+23.4pp | 67.9%+28.7pp |
| Annual return | -18.67% | -3.14%-15.5pp | 114.01%-132.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,004 | $1,709+75.8% | $2,850+5.4% | $2,596+15.7% |
| Participant deferral / active EE | $4,314 | $2,974+45.1% | $4,234+1.9% | $4,027+7.1% |
| Admin fee / account holder | $13,780 | $4,493+206.7% | $5,420+154.3% | $5,403+155.1% |