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 | $175,243 | $62,586+180.0% | $76,768+128.3% | $64,186+173.0% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -6.49% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $10,938 | $1,832+497.0% | $2,485+340.1% | $2,381+359.4% |
| Participant deferral / active EE | $2,965 | $3,145-5.7% | $3,852-23.0% | $3,470-14.5% |
| Admin fee / account holder | $1,531 | $4,667-67.2% | $6,675-77.1% | $4,888-68.7% |