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 | $108,594 | $73,867+47.0% | $143,757-24.5% | $68,494+58.5% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -15.76% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,885 | $3,184-9.4% | $4,951-41.7% | $2,596+11.1% |
| Participant deferral / active EE | $5,416 | $3,384+60.0% | $5,637-3.9% | $4,027+34.5% |
| Admin fee / account holder | $3,794 | $5,755-34.1% | $14,673-74.1% | $5,403-29.8% |