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 | $99,281 | $54,229+83.1% | $70,092+41.6% | $68,494+44.9% |
| Participation rate | 96.2% | 64.5%+31.7pp | 70.5%+25.7pp | 67.9%+28.3pp |
| Annual return | -3.38% | -13.87%+10.5pp | 190.73%-194.1pp | -7.84%+4.5pp |
| Employer contribution / active EE | $1,876 | $2,018-7.0% | $2,559-26.7% | $2,596-27.7% |
| Participant deferral / active EE | $5,128 | $2,956+73.5% | $3,849+33.2% | $4,027+27.3% |
| Admin fee / account holder | $5,138 | $4,694+9.5% | $6,267-18.0% | $5,403-4.9% |