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 | $95,357 | $71,883+32.7% | $86,677+10.0% | $68,494+39.2% |
| Participation rate | 98.0% | 72.2%+25.7pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | -15.93% | 3.52%-19.5pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,984 | $2,173+129.4% | $2,836+75.7% | $2,596+92.0% |
| Participant deferral / active EE | $4,071 | $3,779+7.7% | $4,656-12.6% | $4,027+1.1% |
| Admin fee / account holder | $3,657 | $6,112-40.2% | $7,493-51.2% | $5,403-32.3% |