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 | $140,578 | $72,404+94.2% | $110,238+27.5% | $64,186+119.0% |
| Participation rate | 79.3% | 73.3%+6.0pp | 79.8%-0.5pp | 69.6%+9.7pp |
| Annual return | -6.93% | -6.29%-0.6pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,233 | $2,282+41.7% | $3,826-15.5% | $2,381+35.8% |
| Participant deferral / active EE | $6,553 | $3,469+88.9% | $4,672+40.3% | $3,470+88.9% |
| Admin fee / account holder | $2,452 | $5,664-56.7% | $8,547-71.3% | $4,888-49.8% |