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 | $113,208 | $77,813+45.5% | $123,544-8.4% | $64,186+76.4% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.2pp | 69.6%+23.9pp |
| Annual return | -5.15% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,979 | $3,014-34.3% | $4,628-57.2% | $2,381-16.9% |
| Participant deferral / active EE | $5,465 | $5,240+4.3% | $6,426-15.0% | $3,470+57.5% |
| Admin fee / account holder | $743 | $5,519-86.5% | $9,284-92.0% | $4,888-84.8% |