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 | $95,850 | $71,883+33.3% | $86,677+10.6% | $68,494+39.9% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -14.59% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,862 | $2,173-14.3% | $2,836-34.3% | $2,596-28.3% |
| Participant deferral / active EE | $4,657 | $3,779+23.2% | $4,6560% | $4,027+15.6% |
| Admin fee / account holder | $12,695 | $6,112+107.7% | $7,493+69.4% | $5,403+135.0% |