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 | $188,181 | $110,094+70.9% | $151,611+24.1% | $68,494+174.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -6.79% | -10.12%+3.3pp | 3.33%-10.1pp | -7.84%+1.1pp |
| Employer contribution / active EE | $2,391 | $4,471-46.5% | $6,166-61.2% | $2,596-7.9% |
| Participant deferral / active EE | $5,643 | $6,527-13.5% | $8,363-32.5% | $4,027+40.1% |
| Admin fee / account holder | $4,905 | $7,719-36.5% | $11,616-57.8% | $5,403-9.2% |