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 | $83,479 | $64,707+29.0% | $112,228-25.6% | $68,494+21.9% |
| Participation rate | 78.6% | 67.2%+11.4pp | 75.1%+3.5pp | 67.9%+10.7pp |
| Annual return | -14.31% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,347 | $2,746+21.9% | $3,635-7.9% | $2,596+28.9% |
| Participant deferral / active EE | $1,602 | $3,565-55.1% | $4,728-66.1% | $4,027-60.2% |
| Admin fee / account holder | $20,169 | $5,232+285.5% | $6,410+214.6% | $5,403+273.3% |