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 | $165,760 | $42,383+291.1% | $76,523+116.6% | $64,186+158.3% |
| Participation rate | 83.3% | 58.1%+25.2pp | 68.0%+15.3pp | 69.6%+13.8pp |
| Annual return | -2.97% | -16.54%+13.6pp | -0.27%-2.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,247 | $1,563+43.8% | $2,647-15.1% | $2,381-5.6% |
| Participant deferral / active EE | $6,566 | $2,566+155.9% | $3,835+71.2% | $3,470+89.3% |
| Admin fee / account holder | $3,218 | $3,198+0.6% | $4,848-33.6% | $4,888-34.2% |