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 | $88,893 | $82,664+7.5% | $125,339-29.1% | $68,494+29.8% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -10.78% | -5.97%-4.8pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $6,552 | $3,381+93.8% | $4,814+36.1% | $2,596+152.4% |
| Participant deferral / active EE | $8,317 | $6,110+36.1% | $7,446+11.7% | $4,027+106.5% |
| Admin fee / account holder | $1,775 | $6,275-71.7% | $10,010-82.3% | $5,403-67.1% |