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 | $126,262 | $61,660+104.8% | $80,019+57.8% | $64,186+96.7% |
| Participation rate | 88.3% | 71.7%+16.6pp | 75.8%+12.5pp | 69.6%+18.8pp |
| Annual return | -2.23% | -0.33%-1.9pp | 11.22%-13.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $9,175 | $1,810+406.8% | $2,468+271.8% | $2,381+285.4% |
| Participant deferral / active EE | $6,781 | $2,968+128.5% | $3,686+84.0% | $3,470+95.4% |
| Admin fee / account holder | $2,982 | $5,417-44.9% | $6,521-54.3% | $4,888-39.0% |