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 | $154,089 | $82,664+86.4% | $125,339+22.9% | $68,494+125.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,624 | $3,381+66.3% | $4,814+16.8% | $2,596+116.6% |
| Participant deferral / active EE | $10,079 | $6,110+64.9% | $7,446+35.4% | $4,027+150.3% |
| Admin fee / account holder | $14,026 | $6,275+123.5% | $10,010+40.1% | $5,403+159.6% |