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 | $134,309 | $71,883+86.8% | $86,677+55.0% | $68,494+96.1% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -13.97% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,595 | $2,173+19.4% | $2,836-8.5% | $2,5960% |
| Participant deferral / active EE | $2,577 | $3,779-31.8% | $4,656-44.7% | $4,027-36.0% |
| Admin fee / account holder | $16,353 | $6,112+167.6% | $7,493+118.2% | $5,403+202.7% |