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 | $107,084 | $64,707+65.5% | $112,228-4.6% | $68,494+56.3% |
| Participation rate | 86.0% | 67.2%+18.9pp | 75.1%+11.0pp | 67.9%+18.2pp |
| Annual return | 3.26% | -11.40%+14.7pp | 27.45%-24.2pp | -7.84%+11.1pp |
| Employer contribution / active EE | $4,963 | $2,746+80.7% | $3,635+36.5% | $2,596+91.1% |
| Participant deferral / active EE | $2,560 | $3,565-28.2% | $4,728-45.9% | $4,027-36.4% |
| Admin fee / account holder | $2,287 | $5,232-56.3% | $6,410-64.3% | $5,403-57.7% |