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 | $159,553 | $64,707+146.6% | $112,228+42.2% | $68,494+132.9% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -15.10% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,103 | $2,746+49.4% | $3,635+12.9% | $2,596+58.0% |
| Participant deferral / active EE | $7,758 | $3,565+117.6% | $4,728+64.1% | $4,027+92.6% |
| Admin fee / account holder | $19,529 | $5,232+273.2% | $6,410+204.7% | $5,403+261.5% |