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 | $144,973 | $91,911+57.7% | $68,793+110.7% | $135,375+7.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 5.37% | -8.22%+13.6pp | -4.63%+10.0pp | 519.73%-514.4pp |
| Employer contribution / active EE | $4,939 | $3,924+25.9% | $2,625+88.1% | $4,779+3.4% |
| Participant deferral / active EE | $5,787 | $4,315+34.1% | $3,311+74.8% | $5,609+3.2% |
| Admin fee / account holder | $4,365 | $9,240-52.8% | $5,131-14.9% | $10,827-59.7% |