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 | $104,661 | $57,354+82.5% | $83,848+24.8% | $64,186+63.1% |
| Participation rate | 77.9% | 68.6%+9.3pp | 76.1%+1.8pp | 69.6%+8.3pp |
| Annual return | -5.18% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,238 | $2,545+27.2% | $3,631-10.8% | $2,381+36.0% |
| Participant deferral / active EE | $5,525 | $2,993+84.6% | $4,082+35.4% | $3,470+59.3% |
| Admin fee / account holder | $7,072 | $4,046+74.8% | $5,478+29.1% | $4,888+44.7% |