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 | $185,626 | $73,867+151.3% | $143,757+29.1% | $68,494+171.0% |
| Participation rate | 95.2% | 66.7%+28.5pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -17.02% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $7,266 | $3,184+128.2% | $4,951+46.8% | $2,596+179.9% |
| Participant deferral / active EE | $7,273 | $3,384+114.9% | $5,637+29.0% | $4,027+80.6% |
| Admin fee / account holder | $7,803 | $5,755+35.6% | $14,673-46.8% | $5,403+44.4% |