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 | $124,382 | $82,664+50.5% | $125,339-0.8% | $68,494+81.6% |
| Participation rate | 84.3% | 75.0%+9.2pp | 82.4%+1.9pp | 67.9%+16.4pp |
| Annual return | -18.75% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,593 | $3,381-23.3% | $4,814-46.1% | $2,596-0.1% |
| Participant deferral / active EE | $10,642 | $6,110+74.2% | $7,446+42.9% | $4,027+164.2% |
| Admin fee / account holder | $11,013 | $6,275+75.5% | $10,010+10.0% | $5,403+103.8% |