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 | $167,979 | $110,094+52.6% | $151,611+10.8% | $68,494+145.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 3.81% | -10.12%+13.9pp | 3.33%+0.5pp | -7.84%+11.7pp |
| Employer contribution / active EE | $7,323 | $4,471+63.8% | $6,166+18.8% | $2,596+182.1% |
| Participant deferral / active EE | $7,118 | $6,527+9.1% | $8,363-14.9% | $4,027+76.8% |
| Admin fee / account holder | $4,065 | $7,719-47.3% | $11,616-65.0% | $5,403-24.8% |