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 | $116,733 | $42,894+172.1% | $60,874+91.8% | $68,494+70.4% |
| Participation rate | 98.6% | 66.8%+31.8pp | 73.1%+25.5pp | 67.9%+30.7pp |
| Annual return | -14.66% | -13.98%-0.7pp | 16.90%-31.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,830 | $1,978+144.2% | $2,701+78.8% | $2,596+86.0% |
| Participant deferral / active EE | $7,059 | $2,867+146.2% | $3,817+84.9% | $4,027+75.3% |
| Admin fee / account holder | $6,201 | $3,101+100.0% | $3,224+92.3% | $5,403+14.8% |