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 | $178,535 | $71,883+148.4% | $86,677+106.0% | $68,494+160.7% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | -14.12% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,548 | $2,173+17.3% | $2,836-10.2% | $2,596-1.9% |
| Participant deferral / active EE | $8,317 | $3,779+120.1% | $4,656+78.6% | $4,027+106.5% |
| Admin fee / account holder | $15,639 | $6,112+155.9% | $7,493+108.7% | $5,403+189.5% |