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 | $115,686 | $76,000+52.2% | $154,107-24.9% | $64,186+80.2% |
| Participation rate | 86.1% | 70.4%+15.7pp | 83.0%+3.1pp | 69.6%+16.5pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,599 | $3,351+7.4% | $5,298-32.1% | $2,381+51.2% |
| Participant deferral / active EE | $4,414 | $3,175+39.0% | $5,081-13.1% | $3,470+27.2% |
| Admin fee / account holder | $2,416 | $5,596-56.8% | $13,411-82.0% | $4,888-50.6% |