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 | $94,147 | $50,958+84.8% | $74,550+26.3% | $64,186+46.7% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | -7.13% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,450 | $1,115+30.0% | $1,961-26.1% | $2,381-39.1% |
| Participant deferral / active EE | $4,167 | $2,301+81.1% | $3,108+34.1% | $3,470+20.1% |
| Admin fee / account holder | $2,565 | $4,223-39.3% | $5,060-49.3% | $4,888-47.5% |