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 | $143,238 | $72,404+97.8% | $110,238+29.9% | $64,186+123.2% |
| Participation rate | 84.7% | 73.3%+11.4pp | 79.8%+4.9pp | 69.6%+15.2pp |
| Annual return | -7.00% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,591 | $2,282+13.6% | $3,826-32.3% | $2,381+8.8% |
| Participant deferral / active EE | $5,234 | $3,469+50.9% | $4,672+12.0% | $3,470+50.9% |
| Admin fee / account holder | $1,693 | $5,664-70.1% | $8,547-80.2% | $4,888-65.4% |