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 | $162,497 | $81,248+100.0% | $155,509+4.5% | $80,856+101.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.12% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,326 | $3,100-57.2% | $4,672-71.6% | $2,755-51.9% |
| Participant deferral / active EE | $2,729 | $3,452-20.9% | $5,626-51.5% | $4,296-36.5% |
| Admin fee / account holder | $6,257 | $7,997-21.8% | $15,912-60.7% | $6,918-9.6% |