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 | $64,418 | $61,660+4.5% | $80,019-19.5% | $64,186+0.4% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | -6.85% | -0.33%-6.5pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $7,278 | $1,810+302.0% | $2,468+194.9% | $2,381+205.7% |
| Participant deferral / active EE | $2,623 | $2,968-11.6% | $3,686-28.8% | $3,470-24.4% |
| Admin fee / account holder | $1,217 | $5,417-77.5% | $6,521-81.3% | $4,888-75.1% |