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 | $72,218 | $67,411+7.1% | $91,001-20.6% | $70,131+3.0% |
| Participation rate | 84.4% | 71.4%+13.0pp | 75.6%+8.8pp | 69.5%+14.8pp |
| Annual return | 16.86% | -40.16%+57.0pp | 4.60%+12.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,787 | $1,786+0.1% | $2,456-27.2% | $2,342-23.7% |
| Participant deferral / active EE | $4,452 | $2,823+57.7% | $3,547+25.5% | $3,332+33.6% |
| Admin fee / account holder | $7,586 | $4,236+79.1% | $5,417+40.0% | $4,645+63.3% |