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 | $88,874 | $71,883+23.6% | $86,677+2.5% | $68,494+29.8% |
| Participation rate | 95.1% | 72.2%+22.9pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -15.98% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,056 | $2,173-5.4% | $2,836-27.5% | $2,596-20.8% |
| Participant deferral / active EE | $3,663 | $3,779-3.1% | $4,656-21.3% | $4,027-9.0% |
| Admin fee / account holder | $5,194 | $6,112-15.0% | $7,493-30.7% | $5,403-3.9% |