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 | $131,565 | $82,664+59.2% | $125,339+5.0% | $68,494+92.1% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -9.80% | -5.97%-3.8pp | 572.05%-581.9pp | -7.84%-2.0pp |
| Employer contribution / active EE | $4,140 | $3,381+22.5% | $4,814-14.0% | $2,596+59.5% |
| Participant deferral / active EE | $11,826 | $6,110+93.5% | $7,446+58.8% | $4,027+193.7% |
| Admin fee / account holder | $8,860 | $6,275+41.2% | $10,010-11.5% | $5,403+64.0% |