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 | $46,505 | $59,107-21.3% | $86,436-46.2% | $68,494-32.1% |
| Participation rate | 92.1% | 75.2%+16.9pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -18.30% | -0.23%-18.1pp | 4394.89%-4413.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,398 | $2,519+74.6% | $3,769+16.7% | $2,596+69.4% |
| Participant deferral / active EE | $14,605 | $5,901+147.5% | $6,952+110.1% | $4,027+262.7% |
| Admin fee / account holder | $17,805 | $5,637+215.9% | $6,731+164.5% | $5,403+229.5% |