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 | $158,011 | $62,586+152.5% | $76,768+105.8% | $64,186+146.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.78% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,050 | $1,832+66.5% | $2,485+22.7% | $2,381+28.1% |
| Participant deferral / active EE | $7,381 | $3,145+134.7% | $3,852+91.6% | $3,470+112.7% |
| Admin fee / account holder | $11,572 | $4,667+147.9% | $6,675+73.4% | $4,888+136.7% |