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 | $160,763 | $110,094+46.0% | $151,611+6.0% | $68,494+134.7% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+6.9pp | 67.9%+26.6pp |
| Annual return | -13.56% | -10.12%-3.4pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,040 | $4,471-9.6% | $6,166-34.5% | $2,596+55.6% |
| Participant deferral / active EE | $11,579 | $6,527+77.4% | $8,363+38.5% | $4,027+187.5% |
| Admin fee / account holder | $7,911 | $7,719+2.5% | $11,616-31.9% | $5,403+46.4% |