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 | $97,928 | $59,805+63.7% | $79,550+23.1% | $68,494+43.0% |
| Participation rate | 81.1% | 61.1%+20.0pp | 69.5%+11.6pp | 67.9%+13.2pp |
| Annual return | -15.91% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,632 | $1,505+8.4% | $2,413-32.4% | $2,596-37.1% |
| Participant deferral / active EE | $8,323 | $3,024+175.2% | $3,985+108.8% | $4,027+106.7% |
| Admin fee / account holder | $3,012 | $4,835-37.7% | $6,832-55.9% | $5,403-44.2% |