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 | $114,447 | $62,586+82.9% | $76,768+49.1% | $64,186+78.3% |
| Participation rate | 89.7% | 72.8%+16.8pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | -5.40% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,414 | $1,832+31.8% | $2,485-2.9% | $2,381+1.4% |
| Participant deferral / active EE | $5,338 | $3,145+69.8% | $3,852+38.6% | $3,470+53.9% |
| Admin fee / account holder | $4,734 | $4,667+1.4% | $6,675-29.1% | $4,888-3.1% |