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 7-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 | $170,603 | $61,660+176.7% | $80,019+113.2% | $64,186+165.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.37% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $7,985 | $1,810+341.1% | $2,468+223.6% | $2,381+235.4% |
| Participant deferral / active EE | $8,689 | $2,968+192.8% | $3,686+135.8% | $3,470+150.4% |
| Admin fee / account holder | $4,429 | $5,417-18.2% | $6,521-32.1% | $4,888-9.4% |