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 3-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 | $152,591 | $83,427+82.9% | $115,756+31.8% | $68,494+122.8% |
| Participation rate | 95.2% | 71.9%+23.3pp | 77.1%+18.2pp | 67.9%+27.3pp |
| Annual return | 1.15% | -10.95%+12.1pp | 143.14%-142.0pp | -7.84%+9.0pp |
| Employer contribution / active EE | $4,788 | $3,075+55.7% | $3,793+26.3% | $2,596+84.4% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,887 | $5,708-49.4% | $8,124-64.5% | $5,403-46.6% |