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 | $134,969 | $62,586+115.7% | $76,768+75.8% | $64,186+110.3% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | -6.26% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,957 | $3,145-6.0% | $3,852-23.2% | $3,470-14.8% |
| Admin fee / account holder | $5,074 | $4,667+8.7% | $6,675-24.0% | $4,888+3.8% |