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 | $157,776 | $110,094+43.3% | $151,611+4.1% | $68,494+130.3% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -13.92% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $8,185 | $4,471+83.1% | $6,166+32.7% | $2,596+215.3% |
| Participant deferral / active EE | $7,861 | $6,527+20.4% | $8,363-6.0% | $4,027+95.2% |
| Admin fee / account holder | $3,810 | $7,719-50.6% | $11,616-67.2% | $5,403-29.5% |