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 | $173,131 | $64,707+167.6% | $112,228+54.3% | $68,494+152.8% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | -12.82% | -11.40%-1.4pp | 27.45%-40.3pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,322 | $2,746+57.4% | $3,635+18.9% | $2,596+66.5% |
| Participant deferral / active EE | $7,509 | $3,565+110.6% | $4,728+58.8% | $4,027+86.4% |
| Admin fee / account holder | $15,773 | $5,232+201.5% | $6,410+146.1% | $5,403+191.9% |