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 | $92,611 | $49,177+88.3% | $79,464+16.5% | $64,186+44.3% |
| Participation rate | 85.4% | 65.0%+20.3pp | 73.3%+12.0pp | 69.6%+15.8pp |
| Annual return | -6.49% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,920 | $2,076+40.6% | $2,800+4.3% | $2,381+22.6% |
| Participant deferral / active EE | $9,556 | $2,821+238.7% | $3,704+158.0% | $3,470+175.4% |
| Admin fee / account holder | $17,808 | $3,839+363.9% | $5,113+248.3% | $4,888+264.3% |