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 | $142,532 | $57,354+148.5% | $83,848+70.0% | $64,186+122.1% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -5.53% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,826 | $2,545+89.6% | $3,631+32.9% | $2,381+102.7% |
| Participant deferral / active EE | $2,441 | $2,993-18.5% | $4,082-40.2% | $3,470-29.7% |
| Admin fee / account holder | $23,838 | $4,046+489.2% | $5,478+335.2% | $4,888+387.7% |