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 | $98,500 | $77,813+26.6% | $123,544-20.3% | $64,186+53.5% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -5.90% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,809 | $3,014+59.6% | $4,628+3.9% | $2,381+102.0% |
| Participant deferral / active EE | $6,128 | $5,240+16.9% | $6,426-4.6% | $3,470+76.6% |
| Admin fee / account holder | $30,465 | $5,519+452.0% | $9,284+228.2% | $4,888+523.3% |