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 | $52,423 | $40,256+30.2% | $57,343-8.6% | $59,632-12.1% |
| Participation rate | 97.7% | 69.2%+28.5pp | 75.1%+22.6pp | 68.7%+29.1pp |
| Annual return | -0.52% | 27.49%-28.0pp | 24.39%-24.9pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,120 | $1,922+62.3% | $2,689+16.0% | $2,203+41.6% |
| Participant deferral / active EE | $6,347 | $2,399+164.6% | $3,162+100.7% | $3,192+98.9% |
| Admin fee / account holder | $2,251 | $2,818-20.1% | $3,356-32.9% | $4,297-47.6% |