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 | $114,911 | $110,094+4.4% | $151,611-24.2% | $68,494+67.8% |
| Participation rate | 93.2% | 84.0%+9.3pp | 87.5%+5.7pp | 67.9%+25.4pp |
| Annual return | -16.89% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,400 | $4,471-23.9% | $6,166-44.9% | $2,596+31.0% |
| Participant deferral / active EE | $5,435 | $6,527-16.7% | $8,363-35.0% | $4,027+35.0% |
| Admin fee / account holder | $5,118 | $7,719-33.7% | $11,616-55.9% | $5,403-5.3% |