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 | $87,780 | $71,883+22.1% | $86,677+1.3% | $68,494+28.2% |
| Participation rate | 91.0% | 72.2%+18.8pp | 76.6%+14.4pp | 67.9%+23.1pp |
| Annual return | -4.33% | 3.52%-7.9pp | 35.91%-40.2pp | -7.84%+3.5pp |
| Employer contribution / active EE | $2,209 | $2,173+1.7% | $2,836-22.1% | $2,596-14.9% |
| Participant deferral / active EE | $2,845 | $3,779-24.7% | $4,656-38.9% | $4,027-29.3% |
| Admin fee / account holder | $21,595 | $6,112+253.3% | $7,493+188.2% | $5,403+299.7% |