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 | $109,325 | $62,586+74.7% | $76,768+42.4% | $64,186+70.3% |
| Participation rate | 91.2% | 72.8%+18.4pp | 77.0%+14.2pp | 69.6%+21.6pp |
| Annual return | -4.13% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,845 | $1,832+109.9% | $2,485+54.7% | $2,381+61.5% |
| Participant deferral / active EE | $5,563 | $3,145+76.9% | $3,852+44.4% | $3,470+60.4% |
| Admin fee / account holder | $3,751 | $4,667-19.6% | $6,675-43.8% | $4,888-23.3% |