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 | $118,087 | $73,867+59.9% | $143,757-17.9% | $68,494+72.4% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -16.43% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,959 | $3,184+87.1% | $4,951+20.4% | $2,596+129.5% |
| Participant deferral / active EE | $8,686 | $3,384+156.7% | $5,637+54.1% | $4,027+115.7% |
| Admin fee / account holder | $2,641 | $5,755-54.1% | $14,673-82.0% | $5,403-51.1% |