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 | $140,653 | $77,813+80.8% | $123,544+13.8% | $64,186+119.1% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -7.48% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,759 | $3,014+91.1% | $4,628+24.4% | $2,381+141.9% |
| Participant deferral / active EE | $12,068 | $5,240+130.3% | $6,426+87.8% | $3,470+247.8% |
| Admin fee / account holder | $3,631 | $5,519-34.2% | $9,284-60.9% | $4,888-25.7% |