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 | $126,561 | $56,484+124.1% | $169,463-25.3% | $64,186+97.2% |
| Participation rate | 75.3% | 64.5%+10.7pp | 77.8%-2.5pp | 69.6%+5.7pp |
| Annual return | -6.25% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,497 | $1,832+145.4% | $4,159+8.1% | $2,381+88.9% |
| Participant deferral / active EE | $7,798 | $3,448+126.2% | $5,277+47.8% | $3,470+124.8% |
| Admin fee / account holder | $16,687 | $4,174+299.8% | $9,109+83.2% | $4,888+241.4% |