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 | $72,398 | $54,350+33.2% | $82,719-12.5% | $68,494+5.7% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -14.26% | -13.67%-0.6pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,015 | $2,218+81.0% | $3,009+33.4% | $2,596+54.6% |
| Participant deferral / active EE | $7,765 | $3,246+139.2% | $4,395+76.7% | $4,027+92.8% |
| Admin fee / account holder | $5,593 | $4,395+27.2% | $5,329+5.0% | $5,403+3.5% |