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 7-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 | $78,202 | $48,265+62.0% | $68,791+13.7% | $68,494+14.2% |
| Participation rate | 96.4% | 60.7%+35.8pp | 69.0%+27.4pp | 67.9%+28.5pp |
| Annual return | -18.58% | -12.71%-5.9pp | -6.38%-12.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,820 | $1,829+108.9% | $2,655+43.9% | $2,596+47.1% |
| Participant deferral / active EE | $9,840 | $2,867+243.3% | $3,941+149.7% | $4,027+144.3% |
| Admin fee / account holder | $2,442 | $4,355-43.9% | $4,932-50.5% | $5,403-54.8% |