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 | $134,469 | $82,664+62.7% | $125,339+7.3% | $68,494+96.3% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,363 | $3,381-30.1% | $4,814-50.9% | $2,596-9.0% |
| Participant deferral / active EE | $6,940 | $6,110+13.6% | $7,446-6.8% | $4,027+72.3% |
| Admin fee / account holder | $11,639 | $6,275+85.5% | $10,010+16.3% | $5,403+115.4% |