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 | $110,868 | $62,586+77.1% | $76,768+44.4% | $64,186+72.7% |
| Participation rate | 96.3% | 72.8%+23.4pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -5.59% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,012 | $1,832+173.6% | $2,485+101.7% | $2,381+110.5% |
| Participant deferral / active EE | $3,454 | $3,145+9.8% | $3,852-10.3% | $3,470-0.4% |
| Admin fee / account holder | $3,642 | $4,667-22.0% | $6,675-45.4% | $4,888-25.5% |