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 | $173,401 | $79,633+117.8% | $93,789+84.9% | $68,494+153.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -14.46% | -0.10%-14.4pp | -11.33%-3.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,328 | $3,665-36.5% | $4,323-46.1% | $2,596-10.3% |
| Participant deferral / active EE | $8,374 | $5,158+62.4% | $6,094+37.4% | $4,027+107.9% |
| Admin fee / account holder | $7,956 | $6,871+15.8% | $7,195+10.6% | $5,403+47.3% |