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 | $88,084 | $77,813+13.2% | $123,544-28.7% | $64,186+37.2% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.4pp |
| Annual return | -7.43% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,910 | $3,014+29.7% | $4,628-15.5% | $2,381+64.2% |
| Participant deferral / active EE | $9,769 | $5,240+86.4% | $6,426+52.0% | $3,470+181.6% |
| Admin fee / account holder | $1,435 | $5,519-74.0% | $9,284-84.5% | $4,888-70.6% |