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 | $104,818 | $94,529+10.9% | $140,016-25.1% | $64,186+63.3% |
| Participation rate | 95.5% | 84.1%+11.4pp | 87.5%+8.0pp | 69.6%+25.9pp |
| Annual return | -4.46% | 7.77%-12.2pp | 651.12%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,663 | $3,812+22.3% | $5,606-16.8% | $2,381+95.9% |
| Participant deferral / active EE | $3,399 | $5,250-35.2% | $6,927-50.9% | $3,470-2.0% |
| Admin fee / account holder | $811 | $6,741-88.0% | $10,705-92.4% | $4,888-83.4% |