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 | $96,530 | $53,162+81.6% | $91,220+5.8% | $68,494+40.9% |
| Participation rate | 91.8% | 63.2%+28.6pp | 73.2%+18.6pp | 67.9%+23.9pp |
| Annual return | -4.82% | -3.14%-1.7pp | 114.01%-118.8pp | -7.84%+3.0pp |
| Employer contribution / active EE | $2,970 | $1,709+73.7% | $2,850+4.2% | $2,596+14.4% |
| Participant deferral / active EE | $2,966 | $2,974-0.2% | $4,234-29.9% | $4,027-26.3% |
| Admin fee / account holder | $5,629 | $4,493+25.3% | $5,420+3.9% | $5,403+4.2% |