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 | $102,126 | $57,354+78.1% | $83,848+21.8% | $64,186+59.1% |
| Participation rate | 72.0% | 68.6%+3.4pp | 76.1%-4.1pp | 69.6%+2.4pp |
| Annual return | -3.86% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,674 | $2,545-34.2% | $3,631-53.9% | $2,381-29.7% |
| Participant deferral / active EE | $4,819 | $2,993+61.0% | $4,082+18.1% | $3,470+38.9% |
| Admin fee / account holder | $14,460 | $4,046+257.4% | $5,478+164.0% | $4,888+195.8% |