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 | $157,759 | $73,004+116.1% | $90,749+73.8% | $68,494+130.3% |
| Participation rate | 97.6% | 70.8%+26.7pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | -16.41% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,943 | $2,193+171.0% | $2,921+103.5% | $2,596+128.9% |
| Participant deferral / active EE | $4,070 | $3,627+12.2% | $4,564-10.8% | $4,027+1.1% |
| Admin fee / account holder | $880 | $5,896-85.1% | $8,445-89.6% | $5,403-83.7% |