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 | $132,315 | $73,004+81.2% | $90,749+45.8% | $68,494+93.2% |
| Participation rate | 83.6% | 70.8%+12.7pp | 75.7%+7.9pp | 67.9%+15.7pp |
| Annual return | -17.97% | -13.81%-4.2pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,246 | $2,193+139.2% | $2,921+79.6% | $2,596+102.1% |
| Participant deferral / active EE | $12,689 | $3,627+249.9% | $4,564+178.0% | $4,027+215.1% |
| Admin fee / account holder | $7,472 | $5,896+26.7% | $8,445-11.5% | $5,403+38.3% |