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 | $89,507 | $82,664+8.3% | $125,339-28.6% | $68,494+30.7% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -14.18% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,118 | $3,381-66.9% | $4,814-76.8% | $2,596-56.9% |
| Participant deferral / active EE | $13,449 | $6,110+120.1% | $7,446+80.6% | $4,027+234.0% |
| Admin fee / account holder | $52,629 | $6,275+738.7% | $10,010+425.8% | $5,403+874.1% |