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 | $164,796 | $82,664+99.4% | $125,339+31.5% | $68,494+140.6% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -18.03% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,246 | $3,381+25.6% | $4,814-11.8% | $2,596+63.5% |
| Participant deferral / active EE | $7,843 | $6,110+28.4% | $7,446+5.3% | $4,027+94.7% |
| Admin fee / account holder | $5,436 | $6,275-13.4% | $10,010-45.7% | $5,403+0.6% |