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 | $74,089 | $77,813-4.8% | $123,544-40.0% | $64,186+15.4% |
| Participation rate | 87.8% | 74.7%+13.0pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | -6.03% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,252 | $3,014-58.5% | $4,628-73.0% | $2,381-47.4% |
| Participant deferral / active EE | $4,729 | $5,240-9.8% | $6,426-26.4% | $3,470+36.3% |
| Admin fee / account holder | $5,963 | $5,519+8.0% | $9,284-35.8% | $4,888+22.0% |