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 | $110,290 | $110,094+0.2% | $151,611-27.3% | $68,494+61.0% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -18.13% | -10.12%-8.0pp | 3.33%-21.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,900 | $4,471+9.6% | $6,166-20.5% | $2,596+88.7% |
| Participant deferral / active EE | $6,303 | $6,527-3.4% | $8,363-24.6% | $4,027+56.5% |
| Admin fee / account holder | $9,589 | $7,719+24.2% | $11,616-17.4% | $5,403+77.5% |