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 | $135,503 | $83,908+61.5% | $68,509+97.8% | $125,391+8.1% |
| Participation rate | 78.9% | 78.2%+0.8pp | 74.7%+4.2pp | 83.2%-4.2pp |
| Annual return | 0.78% | 14.48%-13.7pp | 8.27%-7.5pp | 282.22%-281.4pp |
| Employer contribution / active EE | $6,665 | $3,031+119.9% | $2,278+192.6% | $4,866+37.0% |
| Participant deferral / active EE | $8,251 | $4,125+100.0% | $3,382+143.9% | $5,352+54.2% |
| Admin fee / account holder | $1,605 | $8,982-82.1% | $5,275-69.6% | $9,540-83.2% |