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 | $118,563 | $49,177+141.1% | $79,464+49.2% | $64,186+84.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 0.73% | -1.16%+1.9pp | 718.14%-717.4pp | 7.63%-6.9pp |
| Employer contribution / active EE | $5,275 | $2,076+154.1% | $2,800+88.4% | $2,381+121.6% |
| Participant deferral / active EE | $6,650 | $2,821+135.7% | $3,704+79.5% | $3,470+91.7% |
| Admin fee / account holder | $7,512 | $3,839+95.7% | $5,113+46.9% | $4,888+53.7% |