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 | $109,223 | $65,703+66.2% | $94,224+15.9% | $59,632+83.2% |
| Participation rate | 96.6% | 72.1%+24.4pp | 78.8%+17.8pp | 68.7%+27.9pp |
| Annual return | -0.56% | 5.22%-5.8pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,581 | $2,021-21.7% | $3,587-55.9% | $2,203-28.2% |
| Participant deferral / active EE | $3,475 | $3,143+10.6% | $4,320-19.6% | $3,192+8.9% |
| Admin fee / account holder | $3,897 | $4,264-8.6% | $6,269-37.8% | $4,297-9.3% |