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 | $167,718 | $62,586+168.0% | $76,768+118.5% | $64,186+161.3% |
| Participation rate | 86.4% | 72.8%+13.6pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | -3.60% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,714 | $1,832+157.3% | $2,485+89.7% | $2,381+98.0% |
| Participant deferral / active EE | $6,081 | $3,145+93.4% | $3,852+57.9% | $3,470+75.3% |
| Admin fee / account holder | $7,827 | $4,667+67.7% | $6,675+17.3% | $4,888+60.1% |