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 | $106,752 | $57,354+86.1% | $83,848+27.3% | $64,186+66.3% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,712 | $2,545+163.7% | $3,631+84.9% | $2,381+181.9% |
| Participant deferral / active EE | $7,222 | $2,993+141.3% | $4,082+76.9% | $3,470+108.2% |
| Admin fee / account holder | $7,532 | $4,046+86.2% | $5,478+37.5% | $4,888+54.1% |