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 8-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 | $217,086 | $72,388+199.9% | $111,392+94.9% | $64,186+238.2% |
| Participation rate | 86.7% | 70.5%+16.2pp | 78.9%+7.8pp | 69.6%+17.1pp |
| Annual return | -2.35% | -1.50%-0.8pp | -2.06%-0.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $6,445 | $3,000+114.8% | $4,328+48.9% | $2,381+170.7% |
| Participant deferral / active EE | $9,736 | $4,241+129.5% | $5,567+74.9% | $3,470+180.6% |
| Admin fee / account holder | $27,527 | $5,719+381.3% | $12,266+124.4% | $4,888+463.1% |