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 | $150,253 | $77,813+93.1% | $123,544+21.6% | $64,186+134.1% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -5.12% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,459 | $3,014-18.4% | $4,628-46.9% | $2,381+3.3% |
| Participant deferral / active EE | $7,114 | $5,240+35.8% | $6,426+10.7% | $3,470+105.1% |
| Admin fee / account holder | $16,759 | $5,519+203.7% | $9,284+80.5% | $4,888+242.9% |