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 | $76,017 | $71,883+5.8% | $86,677-12.3% | $68,494+11.0% |
| Participation rate | 81.5% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -7.42% | 3.52%-10.9pp | 35.91%-43.3pp | -7.84%+0.4pp |
| Employer contribution / active EE | $3,510 | $2,173+61.5% | $2,836+23.7% | $2,596+35.2% |
| Participant deferral / active EE | $6,059 | $3,779+60.3% | $4,656+30.1% | $4,027+50.4% |
| Admin fee / account holder | $15,092 | $6,112+146.9% | $7,493+101.4% | $5,403+179.3% |