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 | $65,771 | $77,813-15.5% | $123,544-46.8% | $64,186+2.5% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,091 | $3,014+35.7% | $4,628-11.6% | $2,381+71.8% |
| Participant deferral / active EE | $9,767 | $5,240+86.4% | $6,426+52.0% | $3,470+181.5% |
| Admin fee / account holder | $20,855 | $5,519+277.9% | $9,284+124.6% | $4,888+326.7% |