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 | $90,567 | $73,867+22.6% | $143,757-37.0% | $68,494+32.2% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -17.50% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,726 | $3,184+17.0% | $4,951-24.7% | $2,596+43.5% |
| Participant deferral / active EE | $6,509 | $3,384+92.3% | $5,637+15.5% | $4,027+61.6% |
| Admin fee / account holder | $793 | $5,755-86.2% | $14,673-94.6% | $5,403-85.3% |