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 | $106,133 | $72,404+46.6% | $110,238-3.7% | $64,186+65.4% |
| Participation rate | 75.5% | 73.3%+2.1pp | 79.8%-4.3pp | 69.6%+5.9pp |
| Annual return | -7.40% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,164 | $2,282-5.2% | $3,826-43.5% | $2,381-9.1% |
| Participant deferral / active EE | $7,991 | $3,469+130.3% | $4,672+71.0% | $3,470+130.3% |
| Admin fee / account holder | $807 | $5,664-85.7% | $8,547-90.6% | $4,888-83.5% |