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 5-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 | $69,872 | $82,664-15.5% | $125,339-44.3% | $68,494+2.0% |
| Participation rate | 90.2% | 75.0%+15.2pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -14.36% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $6,409 | $3,381+89.6% | $4,814+33.1% | $2,596+146.8% |
| Participant deferral / active EE | $14,743 | $6,110+141.3% | $7,446+98.0% | $4,027+266.1% |
| Admin fee / account holder | $4,220 | $6,275-32.8% | $10,010-57.8% | $5,403-21.9% |