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 | $112,838 | $59,805+88.7% | $79,550+41.8% | $68,494+64.7% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.5%+16.7pp | 67.9%+18.3pp |
| Annual return | -18.03% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,582 | $1,505+71.6% | $2,413+7.0% | $2,596-0.5% |
| Participant deferral / active EE | $5,586 | $3,024+84.7% | $3,985+40.2% | $4,027+38.7% |
| Admin fee / account holder | $7,209 | $4,835+49.1% | $6,832+5.5% | $5,403+33.4% |