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 | $120,889 | $72,388+67.0% | $111,392+8.5% | $64,186+88.3% |
| Participation rate | 97.7% | 70.5%+27.2pp | 78.9%+18.9pp | 69.6%+28.2pp |
| Annual return | -2.21% | -1.50%-0.7pp | -2.06%-0.1pp | 7.63%-9.8pp |
| Employer contribution / active EE | $5,466 | $3,000+82.2% | $4,328+26.3% | $2,381+129.6% |
| Participant deferral / active EE | $10,592 | $4,241+149.7% | $5,567+90.3% | $3,470+205.3% |
| Admin fee / account holder | $5,176 | $5,719-9.5% | $12,266-57.8% | $4,888+5.9% |