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 | $95,257 | $54,726+74.1% | $68,793+38.5% | $64,186+48.4% |
| Participation rate | 80.4% | 68.0%+12.4pp | 72.2%+8.2pp | 69.6%+10.8pp |
| Annual return | -7.14% | -1.62%-5.5pp | -4.63%-2.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,302 | $1,846+24.7% | $2,625-12.3% | $2,381-3.3% |
| Participant deferral / active EE | $5,683 | $2,626+116.4% | $3,311+71.6% | $3,470+63.8% |
| Admin fee / account holder | $10,398 | $4,027+158.2% | $5,131+102.7% | $4,888+112.7% |