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 | $123,129 | $62,586+96.7% | $76,768+60.4% | $64,186+91.8% |
| Participation rate | 75.3% | 72.8%+2.5pp | 77.0%-1.7pp | 69.6%+5.7pp |
| Annual return | -5.96% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,753 | $1,832+50.3% | $2,485+10.8% | $2,381+15.6% |
| Participant deferral / active EE | $5,953 | $3,145+89.3% | $3,852+54.6% | $3,470+71.6% |
| Admin fee / account holder | $2,941 | $4,667-37.0% | $6,675-55.9% | $4,888-39.8% |