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 4-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 | $173,449 | $65,082+166.5% | $81,367+113.2% | $59,632+190.9% |
| Participation rate | 96.3% | 76.0%+20.3pp | 82.3%+14.0pp | 68.7%+27.6pp |
| Annual return | 2.19% | 1.16%+1.0pp | -0.92%+3.1pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $4,159 | $2,934+41.8% | $3,930+5.8% | $2,203+88.8% |
| Participant deferral / active EE | $13,948 | $4,083+241.6% | $5,383+159.1% | $3,192+337.0% |
| Admin fee / account holder | $45,518 | $7,582+500.3% | $8,926+410.0% | $4,297+959.3% |