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 | $129,376 | $73,867+75.1% | $143,757-10.0% | $68,494+88.9% |
| Participation rate | 74.6% | 66.7%+8.0pp | 80.3%-5.7pp | 67.9%+6.8pp |
| Annual return | -16.49% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,115 | $3,184+29.2% | $4,951-16.9% | $2,596+58.5% |
| Participant deferral / active EE | $4,390 | $3,384+29.7% | $5,637-22.1% | $4,027+9.0% |
| Admin fee / account holder | $9,821 | $5,755+70.7% | $14,673-33.1% | $5,403+81.8% |