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 | $154,716 | $62,586+147.2% | $76,768+101.5% | $64,186+141.0% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.5pp | 69.6%+19.9pp |
| Annual return | -4.40% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,097 | $1,832+69.0% | $2,485+24.6% | $2,381+30.1% |
| Participant deferral / active EE | $6,552 | $3,145+108.3% | $3,852+70.1% | $3,470+88.8% |
| Admin fee / account holder | $3,076 | $4,667-34.1% | $6,675-53.9% | $4,888-37.1% |