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 | $180,467 | $73,867+144.3% | $143,757+25.5% | $68,494+163.5% |
| Participation rate | 85.5% | 66.7%+18.9pp | 80.3%+5.2pp | 67.9%+17.6pp |
| Annual return | -14.54% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $5,201 | $3,184+63.3% | $4,951+5.0% | $2,596+100.3% |
| Participant deferral / active EE | $6,467 | $3,384+91.1% | $5,637+14.7% | $4,027+60.6% |
| Admin fee / account holder | $25,238 | $5,755+338.6% | $14,673+72.0% | $5,403+367.1% |