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 5-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 | $87,708 | $82,664+6.1% | $125,339-30.0% | $68,494+28.1% |
| Participation rate | 81.1% | 75.0%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,101 | $3,381-8.3% | $4,814-35.6% | $2,596+19.4% |
| Participant deferral / active EE | $6,556 | $6,110+7.3% | $7,446-12.0% | $4,027+62.8% |
| Admin fee / account holder | $5,191 | $6,275-17.3% | $10,010-48.1% | $5,403-3.9% |