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 | $143,602 | $99,032+45.0% | $80,019+79.5% | $135,375+6.1% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -6.10% | 15.39%-21.5pp | 11.22%-17.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,637 | $3,043+52.4% | $2,468+87.9% | $4,779-3.0% |
| Participant deferral / active EE | $7,685 | $4,282+79.5% | $3,686+108.5% | $5,609+37.0% |
| Admin fee / account holder | $1,028 | $10,436-90.2% | $6,521-84.2% | $10,827-90.5% |