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 | $126,632 | $57,354+120.8% | $83,848+51.0% | $64,186+97.3% |
| Participation rate | 77.1% | 68.6%+8.5pp | 76.1%+1.0pp | 69.6%+7.6pp |
| Annual return | -4.30% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,714 | $2,545-32.6% | $3,631-52.8% | $2,381-28.0% |
| Participant deferral / active EE | $5,487 | $2,993+83.3% | $4,082+34.4% | $3,470+58.2% |
| Admin fee / account holder | $40,303 | $4,046+896.2% | $5,478+635.7% | $4,888+724.5% |