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 | $103,581 | $72,404+43.1% | $110,238-6.0% | $64,186+61.4% |
| Participation rate | 90.4% | 73.3%+17.1pp | 79.8%+10.6pp | 69.6%+20.8pp |
| Annual return | -3.51% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,400 | $2,282-38.6% | $3,826-63.4% | $2,381-41.2% |
| Participant deferral / active EE | $5,564 | $3,469+60.4% | $4,672+19.1% | $3,470+60.4% |
| Admin fee / account holder | $10,559 | $5,664+86.4% | $8,547+23.5% | $4,888+116.0% |