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 | $104,869 | $77,813+34.8% | $123,544-15.1% | $64,186+63.4% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -7.14% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $769 | $3,014-74.5% | $4,628-83.4% | $2,381-67.7% |
| Participant deferral / active EE | $8,315 | $5,240+58.7% | $6,426+29.4% | $3,470+139.6% |
| Admin fee / account holder | $1,960 | $5,519-64.5% | $9,284-78.9% | $4,888-59.9% |