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 | $145,108 | $82,664+75.5% | $125,339+15.8% | $68,494+111.9% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -11.47% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,312 | $3,381+86.7% | $4,814+31.1% | $2,596+143.1% |
| Participant deferral / active EE | $6,760 | $6,110+10.6% | $7,446-9.2% | $4,027+67.9% |
| Admin fee / account holder | $2,460 | $6,275-60.8% | $10,010-75.4% | $5,403-54.5% |