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 | $116,924 | $99,032+18.1% | $80,019+46.1% | $135,375-13.6% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -6.99% | 15.39%-22.4pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,366 | $3,043-22.3% | $2,468-4.1% | $4,779-50.5% |
| Participant deferral / active EE | $7,703 | $4,282+79.9% | $3,686+109.0% | $5,609+37.3% |
| Admin fee / account holder | $20,939 | $10,436+100.6% | $6,521+221.1% | $10,827+93.4% |