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 | $91,701 | $54,350+68.7% | $82,719+10.9% | $68,494+33.9% |
| Participation rate | 94.0% | 63.9%+30.1pp | 72.6%+21.4pp | 67.9%+26.1pp |
| Annual return | -14.28% | -13.67%-0.6pp | 701.18%-715.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,765 | $2,218+159.9% | $3,009+91.6% | $2,596+122.0% |
| Participant deferral / active EE | $7,101 | $3,246+118.8% | $4,395+61.6% | $4,027+76.3% |
| Admin fee / account holder | $28,367 | $4,395+545.4% | $5,329+432.3% | $5,403+425.0% |