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 6-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 | $111,921 | $45,863+144.0% | $77,024+45.3% | $68,494+63.4% |
| Participation rate | 87.8% | 55.9%+31.8pp | 67.9%+19.9pp | 67.9%+19.9pp |
| Annual return | -18.05% | 1.72%-19.8pp | 42.32%-60.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $6,210 | $1,650+276.5% | $2,812+120.8% | $2,596+139.2% |
| Participant deferral / active EE | $4,243 | $2,962+43.2% | $4,426-4.1% | $4,027+5.4% |
| Admin fee / account holder | $10,330 | $3,041+239.7% | $5,425+90.4% | $5,403+91.2% |