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 | $70,123 | $72,404-3.1% | $110,238-36.4% | $64,186+9.3% |
| Participation rate | 86.5% | 73.3%+13.2pp | 79.8%+6.7pp | 69.6%+17.0pp |
| Annual return | -6.72% | -6.29%-0.4pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,745 | $2,282+20.3% | $3,826-28.3% | $2,381+15.3% |
| Participant deferral / active EE | $5,525 | $3,469+59.3% | $4,672+18.3% | $3,470+59.2% |
| Admin fee / account holder | $4,864 | $5,664-14.1% | $8,547-43.1% | $4,888-0.5% |