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 | $114,296 | $110,094+3.8% | $151,611-24.6% | $68,494+66.9% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -15.91% | -10.12%-5.8pp | 3.33%-19.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,605 | $4,471-41.7% | $6,166-57.8% | $2,596+0.3% |
| Participant deferral / active EE | $5,032 | $6,527-22.9% | $8,363-39.8% | $4,027+24.9% |
| Admin fee / account holder | $6,876 | $7,719-10.9% | $11,616-40.8% | $5,403+27.3% |