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 | $74,373 | $71,883+3.5% | $86,677-14.2% | $68,494+8.6% |
| Participation rate | 71.2% | 72.2%-1.0pp | 76.6%-5.3pp | 67.9%+3.3pp |
| Annual return | -15.70% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,915 | $2,173-11.9% | $2,836-32.5% | $2,596-26.2% |
| Participant deferral / active EE | $4,611 | $3,779+22.0% | $4,656-1.0% | $4,027+14.5% |
| Admin fee / account holder | $3,908 | $6,112-36.1% | $7,493-47.8% | $5,403-27.7% |