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 | $125,561 | $77,813+61.4% | $123,544+1.6% | $64,186+95.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.57% | 12.48%-14.1pp | 119.20%-120.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $4,081 | $3,014+35.4% | $4,628-11.8% | $2,381+71.4% |
| Participant deferral / active EE | $6,772 | $5,240+29.2% | $6,426+5.4% | $3,470+95.2% |
| Admin fee / account holder | $6,862 | $5,519+24.3% | $9,284-26.1% | $4,888+40.4% |