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 | $126,885 | $97,044+30.8% | $83,333+52.3% | $135,375-6.3% |
| Participation rate | 95.0% | 80.4%+14.6pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -5.46% | 12.31%-17.8pp | 10.63%-16.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,063 | $4,143-50.2% | $3,379-38.9% | $4,779-56.8% |
| Participant deferral / active EE | $8,496 | $5,964+42.5% | $5,565+52.7% | $5,609+51.5% |
| Admin fee / account holder | $830 | $8,380-90.1% | $7,510-88.9% | $10,827-92.3% |