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 9-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 | $121,487 | $48,265+151.7% | $68,791+76.6% | $68,494+77.4% |
| Participation rate | 71.4% | 60.7%+10.8pp | 69.0%+2.4pp | 67.9%+3.5pp |
| Annual return | -15.88% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,025 | $1,829+10.7% | $2,655-23.7% | $2,596-22.0% |
| Participant deferral / active EE | $4,848 | $2,867+69.1% | $3,941+23.0% | $4,027+20.4% |
| Admin fee / account holder | $5,033 | $4,355+15.5% | $4,932+2.0% | $5,403-6.9% |