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 | $96,401 | $64,707+49.0% | $112,228-14.1% | $68,494+40.7% |
| Participation rate | 96.8% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+28.9pp |
| Annual return | -13.33% | -11.40%-1.9pp | 27.45%-40.8pp | -7.84%-5.5pp |
| Employer contribution / active EE | $810 | $2,746-70.5% | $3,635-77.7% | $2,596-68.8% |
| Participant deferral / active EE | $4,135 | $3,565+16.0% | $4,728-12.5% | $4,027+2.7% |
| Admin fee / account holder | $15,774 | $5,232+201.5% | $6,410+146.1% | $5,403+192.0% |