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 | $63,148 | $49,177+28.4% | $79,464-20.5% | $64,186-1.6% |
| Participation rate | 98.4% | 65.0%+33.4pp | 73.3%+25.1pp | 69.6%+28.8pp |
| Annual return | -6.38% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $8,371 | $2,076+303.2% | $2,800+198.9% | $2,381+251.6% |
| Participant deferral / active EE | $6,918 | $2,821+145.2% | $3,704+86.8% | $3,470+99.4% |
| Admin fee / account holder | $2,551 | $3,839-33.6% | $5,113-50.1% | $4,888-47.8% |