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 | $102,718 | $71,883+42.9% | $86,677+18.5% | $68,494+50.0% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -18.15% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,431 | $2,173+103.9% | $2,836+56.2% | $2,596+70.7% |
| Participant deferral / active EE | $13,040 | $3,779+245.1% | $4,656+180.1% | $4,027+223.8% |
| Admin fee / account holder | $1,310 | $6,112-78.6% | $7,493-82.5% | $5,403-75.8% |