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 | $40,550 | $82,664-50.9% | $125,339-67.6% | $68,494-40.8% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,841 | $3,381+72.8% | $4,814+21.3% | $2,596+125.0% |
| Participant deferral / active EE | $13,871 | $6,110+127.0% | $7,446+86.3% | $4,027+244.4% |
| Admin fee / account holder | $1,035 | $6,275-83.5% | $10,010-89.7% | $5,403-80.8% |