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 | $151,759 | $107,791+40.8% | $90,645+67.4% | $135,375+12.1% |
| Participation rate | 93.8% | 78.0%+15.7pp | 74.0%+19.7pp | 82.6%+11.1pp |
| Annual return | -6.84% | -0.90%-5.9pp | 1.88%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,225 | $3,018-26.3% | $2,532-12.1% | $4,779-53.4% |
| Participant deferral / active EE | $6,444 | $3,872+66.4% | $3,425+88.2% | $5,609+14.9% |
| Admin fee / account holder | $4,347 | $5,930-26.7% | $4,994-12.9% | $10,827-59.8% |