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 | $135,169 | $57,354+135.7% | $83,848+61.2% | $64,186+110.6% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -7.93% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,078 | $2,545-18.4% | $3,631-42.8% | $2,381-12.7% |
| Participant deferral / active EE | $6,962 | $2,993+132.6% | $4,082+70.6% | $3,470+100.7% |
| Admin fee / account holder | $15,550 | $4,046+284.4% | $5,478+183.9% | $4,888+218.1% |