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 | $106,331 | $71,883+47.9% | $86,677+22.7% | $68,494+55.2% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -10.61% | 3.52%-14.1pp | 35.91%-46.5pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,333 | $2,173-38.6% | $2,836-53.0% | $2,596-48.6% |
| Participant deferral / active EE | $3,710 | $3,779-1.8% | $4,656-20.3% | $4,027-7.9% |
| Admin fee / account holder | $3,912 | $6,112-36.0% | $7,493-47.8% | $5,403-27.6% |