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 | $221,502 | $73,867+199.9% | $143,757+54.1% | $68,494+223.4% |
| Participation rate | 84.4% | 66.7%+17.7pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -12.50% | 1.01%-13.5pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,488 | $3,184+41.0% | $4,951-9.3% | $2,596+72.9% |
| Participant deferral / active EE | $3,752 | $3,384+10.9% | $5,637-33.4% | $4,027-6.8% |
| Admin fee / account holder | $14,753 | $5,755+156.4% | $14,673+0.5% | $5,403+173.1% |