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 | $109,739 | $82,664+32.8% | $125,339-12.4% | $68,494+60.2% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -15.21% | -5.97%-9.2pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,633 | $3,381+7.4% | $4,814-24.5% | $2,596+39.9% |
| Participant deferral / active EE | $8,602 | $6,110+40.8% | $7,446+15.5% | $4,027+113.6% |
| Admin fee / account holder | $11,695 | $6,275+86.4% | $10,010+16.8% | $5,403+116.5% |