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 | $135,914 | $82,664+64.4% | $125,339+8.4% | $68,494+98.4% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -13.18% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,206 | $3,381-5.2% | $4,814-33.4% | $2,596+23.5% |
| Participant deferral / active EE | $5,875 | $6,110-3.9% | $7,446-21.1% | $4,027+45.9% |
| Admin fee / account holder | $3,765 | $6,275-40.0% | $10,010-62.4% | $5,403-30.3% |