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 | $119,174 | $94,529+26.1% | $140,016-14.9% | $64,186+85.7% |
| Participation rate | 91.5% | 84.1%+7.4pp | 87.5%+4.0pp | 69.6%+21.9pp |
| Annual return | -5.67% | 7.77%-13.4pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,820 | $3,812+105.1% | $5,606+39.5% | $2,381+228.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,505 | $6,741-3.5% | $10,705-39.2% | $4,888+33.1% |