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 | $174,330 | $77,813+124.0% | $123,544+41.1% | $64,186+171.6% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.3%+6.9pp | 69.6%+19.6pp |
| Annual return | -5.65% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,586 | $3,014-14.2% | $4,628-44.1% | $2,381+8.6% |
| Participant deferral / active EE | $8,179 | $5,240+56.1% | $6,426+27.3% | $3,470+135.7% |
| Admin fee / account holder | $2,458 | $5,519-55.5% | $9,284-73.5% | $4,888-49.7% |