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 | $163,602 | $71,883+127.6% | $86,677+88.7% | $68,494+138.9% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | -14.43% | 3.52%-18.0pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,287 | $2,173+5.3% | $2,836-19.4% | $2,596-11.9% |
| Participant deferral / active EE | $6,549 | $3,779+73.3% | $4,656+40.7% | $4,027+62.6% |
| Admin fee / account holder | $23,388 | $6,112+282.7% | $7,493+212.1% | $5,403+332.9% |