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 | $121,941 | $57,354+112.6% | $83,848+45.4% | $64,186+90.0% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -6.45% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,584 | $2,545+1.5% | $3,631-28.8% | $2,381+8.5% |
| Participant deferral / active EE | $6,662 | $2,993+122.6% | $4,082+63.2% | $3,470+92.0% |
| Admin fee / account holder | $640 | $4,046-84.2% | $5,478-88.3% | $4,888-86.9% |