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 | $87,741 | $61,660+42.3% | $80,019+9.7% | $64,186+36.7% |
| Participation rate | 94.1% | 71.7%+22.4pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | -3.66% | -0.33%-3.3pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $21,287 | $1,810+1075.8% | $2,468+762.6% | $2,381+794.1% |
| Participant deferral / active EE | $13,185 | $2,968+344.3% | $3,686+257.7% | $3,470+280.0% |
| Admin fee / account holder | $1,154 | $5,417-78.7% | $6,521-82.3% | $4,888-76.4% |