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 | $144,063 | $71,883+100.4% | $86,677+66.2% | $68,494+110.3% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -11.83% | 3.52%-15.4pp | 35.91%-47.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,516 | $2,173+61.8% | $2,836+23.9% | $2,596+35.4% |
| Participant deferral / active EE | $4,589 | $3,779+21.4% | $4,656-1.4% | $4,027+13.9% |
| Admin fee / account holder | $3,730 | $6,112-39.0% | $7,493-50.2% | $5,403-31.0% |