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 | $101,012 | $49,280+105.0% | $67,313+50.1% | $64,186+57.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.91% | -1.39%-3.5pp | -4.08%-0.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,754 | $1,668+185.0% | $2,566+85.3% | $2,381+99.7% |
| Participant deferral / active EE | $5,401 | $2,484+117.4% | $3,568+51.4% | $3,470+55.7% |
| Admin fee / account holder | $5,924 | $3,863+53.4% | $4,507+31.4% | $4,888+21.2% |