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 | $82,374 | $54,350+51.6% | $82,719-0.4% | $68,494+20.3% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -16.65% | -13.67%-3.0pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,670 | $2,218+20.4% | $3,009-11.3% | $2,596+2.9% |
| Participant deferral / active EE | $7,891 | $3,246+143.1% | $4,395+79.6% | $4,027+96.0% |
| Admin fee / account holder | $5,783 | $4,395+31.6% | $5,329+8.5% | $5,403+7.0% |