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 4-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 | $113,581 | $59,805+89.9% | $79,550+42.8% | $68,494+65.8% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.5%+20.0pp | 67.9%+21.6pp |
| Annual return | -17.40% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,619 | $1,505+140.5% | $2,413+50.0% | $2,596+39.4% |
| Participant deferral / active EE | $6,904 | $3,024+128.3% | $3,985+73.2% | $4,027+71.4% |
| Admin fee / account holder | $8,645 | $4,835+78.8% | $6,832+26.5% | $5,403+60.0% |