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 | $102,219 | $62,586+63.3% | $76,768+33.2% | $64,186+59.3% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -2.55% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $5,805 | $1,832+216.9% | $2,485+133.6% | $2,381+143.8% |
| Participant deferral / active EE | $5,137 | $3,145+63.4% | $3,852+33.4% | $3,470+48.1% |
| Admin fee / account holder | $24,564 | $4,667+426.3% | $6,675+268.0% | $4,888+402.5% |