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 | $121,046 | $61,660+96.3% | $80,019+51.3% | $64,186+88.6% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.4pp | 69.6%+23.7pp |
| Annual return | -5.29% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,389 | $1,810+142.4% | $2,468+77.9% | $2,381+84.4% |
| Participant deferral / active EE | $6,247 | $2,968+110.5% | $3,686+69.5% | $3,470+80.0% |
| Admin fee / account holder | $4,740 | $5,417-12.5% | $6,521-27.3% | $4,888-3.0% |