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 | $82,857 | $77,813+6.5% | $123,544-32.9% | $64,186+29.1% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -8.05% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $908 | $3,014-69.9% | $4,628-80.4% | $2,381-61.9% |
| Participant deferral / active EE | $8,588 | $5,240+63.9% | $6,426+33.7% | $3,470+147.5% |
| Admin fee / account holder | $3,415 | $5,519-38.1% | $9,284-63.2% | $4,888-30.1% |