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 | $159,565 | $57,354+178.2% | $83,848+90.3% | $64,186+148.6% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -5.81% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,935 | $2,545+133.2% | $3,631+63.5% | $2,381+149.3% |
| Participant deferral / active EE | $7,076 | $2,993+136.4% | $4,082+73.4% | $3,470+103.9% |
| Admin fee / account holder | $8,391 | $4,046+107.4% | $5,478+53.2% | $4,888+71.7% |