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 | $101,013 | $69,010+46.4% | $159,960-36.9% | $68,494+47.5% |
| Participation rate | 81.8% | 65.4%+16.4pp | 78.0%+3.9pp | 67.9%+13.9pp |
| Annual return | -15.56% | -9.65%-5.9pp | 408.60%-424.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,014 | $2,213-54.2% | $4,226-76.0% | $2,596-60.9% |
| Participant deferral / active EE | $6,839 | $4,212+62.4% | $6,182+10.6% | $4,027+69.8% |
| Admin fee / account holder | $2,411 | $4,798-49.7% | $8,698-72.3% | $5,403-55.4% |