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 | $225,040 | $127,386+76.7% | $115,037+95.6% | $125,391+79.5% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -1.37% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,186 | $5,166-77.0% | $4,608-74.3% | $4,866-75.6% |
| Participant deferral / active EE | $27,644 | $6,423+330.4% | $6,026+358.7% | $5,352+416.6% |
| Admin fee / account holder | $4,653 | $9,516-51.1% | $8,175-43.1% | $9,540-51.2% |