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 | $89,284 | $62,586+42.7% | $76,768+16.3% | $64,186+39.1% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -4.21% | -1.95%-2.3pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,437 | $1,832+33.0% | $2,485-1.9% | $2,381+2.4% |
| Participant deferral / active EE | $5,427 | $3,145+72.6% | $3,852+40.9% | $3,470+56.4% |
| Admin fee / account holder | $2,338 | $4,667-49.9% | $6,675-65.0% | $4,888-52.2% |