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 | $77,953 | $73,867+5.5% | $143,757-45.8% | $68,494+13.8% |
| Participation rate | 70.9% | 66.7%+4.3pp | 80.3%-9.4pp | 67.9%+3.0pp |
| Annual return | -14.05% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $5,094 | $3,184+60.0% | $4,951+2.9% | $2,596+96.2% |
| Participant deferral / active EE | $4,518 | $3,384+33.5% | $5,637-19.8% | $4,027+12.2% |
| Admin fee / account holder | $12,312 | $5,755+113.9% | $14,673-16.1% | $5,403+127.9% |