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 | $73,094 | $71,883+1.7% | $86,677-15.7% | $68,494+6.7% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -17.89% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,638 | $2,173-24.6% | $2,836-42.2% | $2,596-36.9% |
| Participant deferral / active EE | $3,350 | $3,779-11.4% | $4,656-28.1% | $4,027-16.8% |
| Admin fee / account holder | $3,094 | $6,112-49.4% | $7,493-58.7% | $5,403-42.7% |