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 | $74,093 | $71,883+3.1% | $86,677-14.5% | $68,494+8.2% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -13.79% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,064 | $2,173-5.0% | $2,836-27.2% | $2,596-20.5% |
| Participant deferral / active EE | $5,443 | $3,779+44.0% | $4,656+16.9% | $4,027+35.1% |
| Admin fee / account holder | $1,809 | $6,112-70.4% | $7,493-75.9% | $5,403-66.5% |