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 | $134,076 | $77,813+72.3% | $123,544+8.5% | $64,186+108.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -4.19% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,154 | $3,014-28.5% | $4,628-53.5% | $2,381-9.5% |
| Participant deferral / active EE | $6,360 | $5,240+21.4% | $6,426-1.0% | $3,470+83.3% |
| Admin fee / account holder | $38,246 | $5,519+593.0% | $9,284+312.0% | $4,888+682.5% |