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 | $110,025 | $57,354+91.8% | $83,848+31.2% | $64,186+71.4% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,604 | $2,545-37.0% | $3,631-55.8% | $2,381-32.6% |
| Participant deferral / active EE | $6,614 | $2,993+121.0% | $4,082+62.1% | $3,470+90.6% |
| Admin fee / account holder | $16,399 | $4,046+305.3% | $5,478+199.3% | $4,888+235.5% |