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 | $109,390 | $110,094-0.6% | $151,611-27.8% | $68,494+59.7% |
| Participation rate | 82.9% | 84.0%-1.1pp | 87.5%-4.6pp | 67.9%+15.0pp |
| Annual return | -13.94% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,794 | $4,471-15.1% | $6,166-38.5% | $2,596+46.1% |
| Participant deferral / active EE | $9,364 | $6,527+43.5% | $8,363+12.0% | $4,027+132.5% |
| Admin fee / account holder | $9,292 | $7,719+20.4% | $11,616-20.0% | $5,403+72.0% |