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 | $118,415 | $110,094+7.6% | $151,611-21.9% | $68,494+72.9% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -10.58% | -10.12%-0.5pp | 3.33%-13.9pp | -7.84%-2.7pp |
| Employer contribution / active EE | $5,784 | $4,471+29.4% | $6,166-6.2% | $2,596+122.8% |
| Participant deferral / active EE | $5,141 | $6,527-21.2% | $8,363-38.5% | $4,027+27.7% |
| Admin fee / account holder | $10,815 | $7,719+40.1% | $11,616-6.9% | $5,403+100.2% |