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 | $178,853 | $43,327+312.8% | $59,878+198.7% | $64,186+178.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.75% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,606 | $2,028+77.8% | $2,722+32.5% | $2,381+51.5% |
| Participant deferral / active EE | $5,996 | $2,546+135.5% | $3,402+76.3% | $3,470+72.8% |
| Admin fee / account holder | $14,017 | $3,005+366.5% | $3,590+290.4% | $4,888+186.8% |