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 | $109,367 | $71,883+52.1% | $86,677+26.2% | $68,494+59.7% |
| Participation rate | 90.5% | 72.2%+18.3pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -11.36% | 3.52%-14.9pp | 35.91%-47.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,529 | $2,173-29.6% | $2,836-46.1% | $2,596-41.1% |
| Participant deferral / active EE | $7,097 | $3,779+87.8% | $4,656+52.4% | $4,027+76.2% |
| Admin fee / account holder | $5,505 | $6,112-9.9% | $7,493-26.5% | $5,403+1.9% |