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 | $110,006 | $57,354+91.8% | $83,848+31.2% | $64,186+71.4% |
| Participation rate | 90.9% | 68.6%+22.3pp | 76.1%+14.8pp | 69.6%+21.3pp |
| Annual return | -6.64% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,321 | $2,545-8.8% | $3,631-36.1% | $2,381-2.5% |
| Participant deferral / active EE | $6,622 | $2,993+121.2% | $4,082+62.2% | $3,470+90.9% |
| Admin fee / account holder | $1,823 | $4,046-54.9% | $5,478-66.7% | $4,888-62.7% |