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 | $170,044 | $57,354+196.5% | $83,848+102.8% | $64,186+164.9% |
| Participation rate | 72.1% | 68.6%+3.5pp | 76.1%-4.1pp | 69.6%+2.5pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $781 | $2,545-69.3% | $3,631-78.5% | $2,381-67.2% |
| Participant deferral / active EE | $6,920 | $2,993+131.2% | $4,082+69.5% | $3,470+99.4% |
| Admin fee / account holder | $2,687 | $4,046-33.6% | $5,478-51.0% | $4,888-45.0% |