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 | $90,004 | $77,813+15.7% | $123,544-27.1% | $64,186+40.2% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -7.84% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,135 | $3,014+4.0% | $4,628-32.3% | $2,381+31.7% |
| Participant deferral / active EE | $6,696 | $5,240+27.8% | $6,426+4.2% | $3,470+93.0% |
| Admin fee / account holder | $2,294 | $5,519-58.4% | $9,284-75.3% | $4,888-53.1% |