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 7-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 | $127,242 | $64,707+96.6% | $112,228+13.4% | $68,494+85.8% |
| Participation rate | 80.5% | 67.2%+13.3pp | 75.1%+5.4pp | 67.9%+12.6pp |
| Annual return | -14.55% | -11.40%-3.1pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,658 | $2,746-3.2% | $3,635-26.9% | $2,596+2.4% |
| Participant deferral / active EE | $10,090 | $3,565+183.0% | $4,728+113.4% | $4,027+150.5% |
| Admin fee / account holder | $6,118 | $5,232+16.9% | $6,410-4.6% | $5,403+13.2% |