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 | $140,483 | $64,707+117.1% | $112,228+25.2% | $68,494+105.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 2.41% | -11.40%+13.8pp | 27.45%-25.0pp | -7.84%+10.2pp |
| Employer contribution / active EE | $1,767 | $2,746-35.6% | $3,635-51.4% | $2,596-31.9% |
| Participant deferral / active EE | $4,694 | $3,565+31.7% | $4,728-0.7% | $4,027+16.6% |
| Admin fee / account holder | $838 | $5,232-84.0% | $6,410-86.9% | $5,403-84.5% |