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 | $79,981 | $61,660+29.7% | $80,0190% | $64,186+24.6% |
| Participation rate | 94.3% | 71.7%+22.6pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | -5.92% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,898 | $1,810+115.3% | $2,468+57.9% | $2,381+63.7% |
| Participant deferral / active EE | $6,574 | $2,968+121.5% | $3,686+78.4% | $3,470+89.5% |
| Admin fee / account holder | $9,622 | $5,417+77.6% | $6,521+47.6% | $4,888+96.8% |