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 | $98,612 | $71,883+37.2% | $86,677+13.8% | $68,494+44.0% |
| Participation rate | 85.5% | 72.2%+13.3pp | 76.6%+9.0pp | 67.9%+17.6pp |
| Annual return | -14.88% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,621 | $2,173+20.6% | $2,836-7.6% | $2,596+1.0% |
| Participant deferral / active EE | $3,726 | $3,779-1.4% | $4,656-20.0% | $4,027-7.5% |
| Admin fee / account holder | $1,883 | $6,112-69.2% | $7,493-74.9% | $5,403-65.2% |