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 | $116,203 | $73,004+59.2% | $90,749+28.0% | $68,494+69.7% |
| Participation rate | 95.7% | 70.8%+24.9pp | 75.7%+20.0pp | 67.9%+27.8pp |
| Annual return | -15.39% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,986 | $2,193-9.4% | $2,921-32.0% | $2,596-23.5% |
| Participant deferral / active EE | $2,914 | $3,627-19.7% | $4,564-36.2% | $4,027-27.7% |
| Admin fee / account holder | $3,625 | $5,896-38.5% | $8,445-57.1% | $5,403-32.9% |