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 | $130,927 | $77,813+68.3% | $123,544+6.0% | $64,186+104.0% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -3.09% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,648 | $3,014-12.2% | $4,628-42.8% | $2,381+11.2% |
| Participant deferral / active EE | $8,501 | $5,240+62.2% | $6,426+32.3% | $3,470+145.0% |
| Admin fee / account holder | $4,037 | $5,519-26.8% | $9,284-56.5% | $4,888-17.4% |