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 | $91,821 | $110,094-16.6% | $151,611-39.4% | $68,494+34.1% |
| Participation rate | 93.2% | 84.0%+9.3pp | 87.5%+5.7pp | 67.9%+25.3pp |
| Annual return | -15.81% | -10.12%-5.7pp | 3.33%-19.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,256 | $4,471-4.8% | $6,166-31.0% | $2,596+63.9% |
| Participant deferral / active EE | $7,226 | $6,527+10.7% | $8,363-13.6% | $4,027+79.4% |
| Admin fee / account holder | $3,455 | $7,719-55.2% | $11,616-70.3% | $5,403-36.1% |