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 | $61,323 | $57,354+6.9% | $83,848-26.9% | $64,186-4.5% |
| Participation rate | 82.5% | 68.6%+13.9pp | 76.1%+6.4pp | 69.6%+12.9pp |
| Annual return | -3.19% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,520 | $2,545+38.3% | $3,631-3.1% | $2,381+47.8% |
| Participant deferral / active EE | $5,676 | $2,993+89.6% | $4,082+39.1% | $3,470+63.6% |
| Admin fee / account holder | $5,764 | $4,046+42.5% | $5,478+5.2% | $4,888+17.9% |