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 | $81,142 | $57,354+41.5% | $83,848-3.2% | $64,186+26.4% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | -6.73% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,529 | $2,545+117.2% | $3,631+52.3% | $2,381+132.2% |
| Participant deferral / active EE | $5,707 | $2,993+90.7% | $4,082+39.8% | $3,470+64.5% |
| Admin fee / account holder | $8,323 | $4,046+105.7% | $5,478+51.9% | $4,888+70.3% |