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 | $77,309 | $71,883+7.5% | $86,677-10.8% | $68,494+12.9% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -14.14% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,198 | $2,173+1.2% | $2,836-22.5% | $2,596-15.3% |
| Participant deferral / active EE | $4,341 | $3,779+14.9% | $4,656-6.8% | $4,027+7.8% |
| Admin fee / account holder | $6,171 | $6,112+1.0% | $7,493-17.7% | $5,403+14.2% |