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 | $126,817 | $62,586+102.6% | $76,768+65.2% | $64,186+97.6% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | -4.27% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $828 | $1,832-54.8% | $2,485-66.7% | $2,381-65.2% |
| Participant deferral / active EE | $3,356 | $3,145+6.7% | $3,852-12.9% | $3,470-3.3% |
| Admin fee / account holder | $3,037 | $4,667-34.9% | $6,675-54.5% | $4,888-37.9% |