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 | $169,102 | $61,660+174.3% | $80,019+111.3% | $64,186+163.5% |
| Participation rate | 98.2% | 71.7%+26.6pp | 75.8%+22.4pp | 69.6%+28.7pp |
| Annual return | -5.05% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $9,049 | $1,810+399.8% | $2,468+266.6% | $2,381+280.1% |
| Participant deferral / active EE | $4,635 | $2,968+56.2% | $3,686+25.8% | $3,470+33.6% |
| Admin fee / account holder | $27,459 | $5,417+406.9% | $6,521+321.1% | $4,888+461.8% |