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 | $98,840 | $71,883+37.5% | $86,677+14.0% | $68,494+44.3% |
| Participation rate | 93.6% | 72.2%+21.4pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -17.61% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,350 | $2,173+54.2% | $2,836+18.1% | $2,596+29.0% |
| Participant deferral / active EE | $5,542 | $3,779+46.7% | $4,656+19.0% | $4,027+37.6% |
| Admin fee / account holder | $19,181 | $6,112+213.8% | $7,493+156.0% | $5,403+255.0% |