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 | $121,033 | $71,883+68.4% | $86,677+39.6% | $68,494+76.7% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -16.15% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,044 | $2,173-5.9% | $2,836-27.9% | $2,596-21.3% |
| Participant deferral / active EE | $4,396 | $3,779+16.3% | $4,656-5.6% | $4,027+9.2% |
| Admin fee / account holder | $14,761 | $6,112+141.5% | $7,493+97.0% | $5,403+173.2% |