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 | $127,686 | $77,813+64.1% | $123,544+3.4% | $64,186+98.9% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.9pp |
| Annual return | -6.67% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,507 | $3,014+149.1% | $4,628+62.2% | $2,381+215.3% |
| Participant deferral / active EE | $8,707 | $5,240+66.2% | $6,426+35.5% | $3,470+151.0% |
| Admin fee / account holder | $3,329 | $5,519-39.7% | $9,284-64.1% | $4,888-31.9% |