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 | $87,950 | $81,900+7.4% | $119,609-26.5% | $68,494+28.4% |
| Participation rate | 84.0% | 71.9%+12.1pp | 79.3%+4.7pp | 67.9%+16.1pp |
| Annual return | -16.75% | -23.82%+7.1pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,455 | $2,693+102.5% | $4,232+28.9% | $2,596+110.1% |
| Participant deferral / active EE | $5,459 | $4,148+31.6% | $5,602-2.6% | $4,027+35.6% |
| Admin fee / account holder | $1,636 | $6,582-75.2% | $10,323-84.2% | $5,403-69.7% |