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 | $121,560 | $54,350+123.7% | $82,719+47.0% | $68,494+77.5% |
| Participation rate | 70.7% | 63.9%+6.8pp | 72.6%-1.8pp | 67.9%+2.8pp |
| Annual return | -18.52% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,869 | $2,218+29.3% | $3,009-4.7% | $2,596+10.5% |
| Participant deferral / active EE | $4,596 | $3,246+41.6% | $4,395+4.6% | $4,027+14.1% |
| Admin fee / account holder | $4,889 | $4,395+11.2% | $5,329-8.3% | $5,403-9.5% |