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 | $99,583 | $72,404+37.5% | $110,238-9.7% | $64,186+55.1% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -2.44% | -6.29%+3.8pp | 314.74%-317.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,305 | $2,282-42.8% | $3,826-65.9% | $2,381-45.2% |
| Participant deferral / active EE | $3,937 | $3,469+13.5% | $4,672-15.7% | $3,470+13.5% |
| Admin fee / account holder | $31,027 | $5,664+447.8% | $8,547+263.0% | $4,888+534.8% |