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 | $129,805 | $59,805+117.0% | $79,550+63.2% | $68,494+89.5% |
| Participation rate | 85.5% | 61.1%+24.5pp | 69.5%+16.1pp | 67.9%+17.7pp |
| Annual return | -18.18% | -12.30%-5.9pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,499 | $1,505-0.4% | $2,413-37.9% | $2,596-42.3% |
| Participant deferral / active EE | $5,900 | $3,024+95.1% | $3,985+48.1% | $4,027+46.5% |
| Admin fee / account holder | $3,959 | $4,835-18.1% | $6,832-42.1% | $5,403-26.7% |