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 | $151,449 | $69,518+117.9% | $59,878+152.9% | $135,375+11.9% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.7%+9.5pp | 82.6%+1.6pp |
| Annual return | -4.77% | 7.94%-12.7pp | 3.46%-8.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,982 | $3,235-38.7% | $2,722-27.2% | $4,779-58.5% |
| Participant deferral / active EE | $4,522 | $4,206+7.5% | $3,402+32.9% | $5,609-19.4% |
| Admin fee / account holder | $1,902 | $5,734-66.8% | $3,590-47.0% | $10,827-82.4% |