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 | $128,427 | $64,707+98.5% | $112,228+14.4% | $68,494+87.5% |
| Participation rate | 98.9% | 67.2%+31.7pp | 75.1%+23.8pp | 67.9%+31.0pp |
| Annual return | 0.91% | -11.40%+12.3pp | 27.45%-26.5pp | -7.84%+8.7pp |
| Employer contribution / active EE | $10,963 | $2,746+299.2% | $3,635+201.6% | $2,596+322.2% |
| Participant deferral / active EE | $5,539 | $3,565+55.4% | $4,728+17.1% | $4,027+37.5% |
| Admin fee / account holder | $1,661 | $5,232-68.3% | $6,410-74.1% | $5,403-69.3% |