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 | $157,630 | $77,813+102.6% | $123,544+27.6% | $64,186+145.6% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -3.73% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $5,288 | $3,014+75.5% | $4,628+14.3% | $2,381+122.1% |
| Participant deferral / active EE | $10,405 | $5,240+98.6% | $6,426+61.9% | $3,470+199.9% |
| Admin fee / account holder | $7,325 | $5,519+32.7% | $9,284-21.1% | $4,888+49.9% |