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 | $185,045 | $167,484+10.5% | $151,611+22.1% | $134,475+37.6% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -15.53% | 7.80%-23.3pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,011 | $6,829-41.3% | $6,166-34.9% | $4,740-15.4% |
| Participant deferral / active EE | $6,169 | $8,986-31.4% | $8,363-26.2% | $6,400-3.6% |
| Admin fee / account holder | $1,724 | $13,783-87.5% | $11,616-85.2% | $11,426-84.9% |