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 | $163,491 | $112,300+45.6% | $90,223+81.2% | $125,391+30.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 79.0%-4.0pp | 83.2%-8.2pp |
| Annual return | -1.27% | -0.57%-0.7pp | 1.31%-2.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,624 | $5,181-49.4% | $4,378-40.1% | $4,866-46.1% |
| Participant deferral / active EE | $5,057 | $6,733-24.9% | $5,792-12.7% | $5,352-5.5% |
| Admin fee / account holder | $7,085 | $10,990-35.5% | $7,406-4.3% | $9,540-25.7% |