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 | $96,695 | $95,193+1.6% | $76,523+26.4% | $135,375-28.6% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -7.45% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $876 | $3,302-73.5% | $2,647-66.9% | $4,779-81.7% |
| Participant deferral / active EE | $4,668 | $4,639+0.6% | $3,835+21.7% | $5,609-16.8% |
| Admin fee / account holder | $328 | $6,249-94.8% | $4,848-93.2% | $10,827-97.0% |