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 | $91,386 | $49,177+85.8% | $79,464+15.0% | $64,186+42.4% |
| Participation rate | 72.2% | 65.0%+7.2pp | 73.3%-1.1pp | 69.6%+2.7pp |
| Annual return | -4.91% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,629 | $2,076+74.8% | $2,800+29.6% | $2,381+52.4% |
| Participant deferral / active EE | $4,993 | $2,821+77.0% | $3,704+34.8% | $3,470+43.9% |
| Admin fee / account holder | $9,747 | $3,839+153.9% | $5,113+90.6% | $4,888+99.4% |