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 | $126,923 | $49,177+158.1% | $79,464+59.7% | $64,186+97.7% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.6%+25.6pp |
| Annual return | -3.64% | -1.16%-2.5pp | 718.14%-721.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $10,621 | $2,076+411.5% | $2,800+279.2% | $2,381+346.1% |
| Participant deferral / active EE | $5,135 | $2,821+82.0% | $3,704+38.6% | $3,470+48.0% |
| Admin fee / account holder | $3,375 | $3,839-12.1% | $5,113-34.0% | $4,888-30.9% |