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 | $98,591 | $81,900+20.4% | $119,609-17.6% | $68,494+43.9% |
| Participation rate | 73.5% | 71.9%+1.6pp | 79.3%-5.7pp | 67.9%+5.6pp |
| Annual return | -15.64% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,565 | $2,693-4.8% | $4,232-39.4% | $2,596-1.2% |
| Participant deferral / active EE | $4,180 | $4,148+0.8% | $5,602-25.4% | $4,027+3.8% |
| Admin fee / account holder | $5,292 | $6,582-19.6% | $10,323-48.7% | $5,403-2.1% |