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 | $182,523 | $73,867+147.1% | $143,757+27.0% | $68,494+166.5% |
| Participation rate | 76.7% | 66.7%+10.0pp | 80.3%-3.6pp | 67.9%+8.8pp |
| Annual return | -14.41% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $9,550 | $3,184+199.9% | $4,951+92.9% | $2,596+267.8% |
| Participant deferral / active EE | $6,082 | $3,384+79.7% | $5,637+7.9% | $4,027+51.0% |
| Admin fee / account holder | $5,975 | $5,755+3.8% | $14,673-59.3% | $5,403+10.6% |