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 | $133,971 | $62,586+114.1% | $76,768+74.5% | $64,186+108.7% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -4.37% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,899 | $1,832+3.7% | $2,485-23.6% | $2,381-20.2% |
| Participant deferral / active EE | $5,024 | $3,145+59.8% | $3,852+30.4% | $3,470+44.8% |
| Admin fee / account holder | $10,675 | $4,667+128.7% | $6,675+59.9% | $4,888+118.4% |