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 | $111,986 | $62,586+78.9% | $76,768+45.9% | $64,186+74.5% |
| Participation rate | 76.2% | 72.8%+3.4pp | 77.0%-0.8pp | 69.6%+6.6pp |
| Annual return | -5.09% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,027 | $1,832+229.0% | $2,485+142.5% | $2,381+153.2% |
| Participant deferral / active EE | $4,406 | $3,145+40.1% | $3,852+14.4% | $3,470+27.0% |
| Admin fee / account holder | $3,875 | $4,667-17.0% | $6,675-41.9% | $4,888-20.7% |