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 | $97,338 | $57,354+69.7% | $83,848+16.1% | $64,186+51.7% |
| Participation rate | 92.9% | 68.6%+24.2pp | 76.1%+16.7pp | 69.6%+23.3pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,497 | $2,545-41.2% | $3,631-58.8% | $2,381-37.1% |
| Participant deferral / active EE | $2,363 | $2,993-21.1% | $4,082-42.1% | $3,470-31.9% |
| Admin fee / account holder | $1,560 | $4,046-61.4% | $5,478-71.5% | $4,888-68.1% |