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 | $177,604 | $56,484+214.4% | $169,463+4.8% | $64,186+176.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.71% | -1.55%-2.2pp | 1.83%-5.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,056 | $1,832+121.3% | $4,159-2.5% | $2,381+70.4% |
| Participant deferral / active EE | $4,907 | $3,448+42.3% | $5,277-7.0% | $3,470+41.4% |
| Admin fee / account holder | $7,713 | $4,174+84.8% | $9,109-15.3% | $4,888+57.8% |