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 | $80,930 | $62,586+29.3% | $76,768+5.4% | $64,186+26.1% |
| Participation rate | 98.6% | 72.8%+25.8pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -3.47% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,856 | $1,832+55.9% | $2,485+14.9% | $2,381+20.0% |
| Participant deferral / active EE | $3,988 | $3,145+26.8% | $3,852+3.5% | $3,470+14.9% |
| Admin fee / account holder | $12,510 | $4,667+168.0% | $6,675+87.4% | $4,888+155.9% |