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 | $55,498 | $50,958+8.9% | $74,550-25.6% | $64,186-13.5% |
| Participation rate | 74.6% | 61.1%+13.5pp | 69.1%+5.5pp | 69.6%+5.0pp |
| Annual return | -5.13% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,221 | $1,115+9.5% | $1,961-37.7% | $2,381-48.7% |
| Participant deferral / active EE | $3,342 | $2,301+45.2% | $3,108+7.5% | $3,470-3.7% |
| Admin fee / account holder | $4,680 | $4,223+10.8% | $5,060-7.5% | $4,888-4.3% |