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 | $120,329 | $54,726+119.9% | $68,793+74.9% | $64,186+87.5% |
| Participation rate | 71.3% | 68.0%+3.2pp | 72.2%-1.0pp | 69.6%+1.7pp |
| Annual return | -3.62% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,465 | $1,846-20.6% | $2,625-44.2% | $2,381-38.4% |
| Participant deferral / active EE | $6,068 | $2,626+131.1% | $3,311+83.3% | $3,470+74.9% |
| Admin fee / account holder | $22,931 | $4,027+469.5% | $5,131+347.0% | $4,888+369.1% |