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 | $96,598 | $81,900+17.9% | $119,609-19.2% | $68,494+41.0% |
| Participation rate | 95.1% | 71.9%+23.2pp | 79.3%+15.9pp | 67.9%+27.2pp |
| Annual return | -11.35% | -23.82%+12.5pp | -14.97%+3.6pp | -7.84%-3.5pp |
| Employer contribution / active EE | $6,027 | $2,693+123.8% | $4,232+42.4% | $2,596+132.1% |
| Participant deferral / active EE | $8,632 | $4,148+108.1% | $5,602+54.1% | $4,027+114.4% |
| Admin fee / account holder | $460 | $6,582-93.0% | $10,323-95.5% | $5,403-91.5% |