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 | $77,378 | $71,883+7.6% | $86,677-10.7% | $68,494+13.0% |
| Participation rate | 83.9% | 72.2%+11.6pp | 76.6%+7.3pp | 67.9%+16.0pp |
| Annual return | -16.44% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,150 | $2,173+91.0% | $2,836+46.3% | $2,596+59.9% |
| Participant deferral / active EE | $5,378 | $3,779+42.3% | $4,656+15.5% | $4,027+33.6% |
| Admin fee / account holder | $2,695 | $6,112-55.9% | $7,493-64.0% | $5,403-50.1% |