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 | $69,126 | $62,586+10.4% | $76,768-10.0% | $64,186+7.7% |
| Participation rate | 97.8% | 72.8%+25.0pp | 77.0%+20.9pp | 69.6%+28.3pp |
| Annual return | -7.14% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,088 | $1,832+68.5% | $2,485+24.2% | $2,381+29.7% |
| Participant deferral / active EE | $4,657 | $3,145+48.1% | $3,852+20.9% | $3,470+34.2% |
| Admin fee / account holder | $3,617 | $4,667-22.5% | $6,675-45.8% | $4,888-26.0% |