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 | $98,878 | $71,883+37.6% | $86,677+14.1% | $68,494+44.4% |
| Participation rate | 70.8% | 72.2%-1.4pp | 76.6%-5.7pp | 67.9%+2.9pp |
| Annual return | -10.83% | 3.52%-14.3pp | 35.91%-46.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,090 | $2,173-49.8% | $2,836-61.6% | $2,596-58.0% |
| Participant deferral / active EE | $4,881 | $3,779+29.2% | $4,656+4.8% | $4,027+21.2% |
| Admin fee / account holder | $19,333 | $6,112+216.3% | $7,493+158.0% | $5,403+257.8% |