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 | $75,048 | $71,883+4.4% | $86,677-13.4% | $68,494+9.6% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -8.74% | 3.52%-12.3pp | 35.91%-44.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $2,469 | $2,173+13.6% | $2,836-12.9% | $2,596-4.9% |
| Participant deferral / active EE | $4,457 | $3,779+17.9% | $4,656-4.3% | $4,027+10.7% |
| Admin fee / account holder | $3,031 | $6,112-50.4% | $7,493-59.5% | $5,403-43.9% |