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 | $67,924 | $57,354+18.4% | $83,848-19.0% | $64,186+5.8% |
| Participation rate | 82.2% | 68.6%+13.6pp | 76.1%+6.1pp | 69.6%+12.7pp |
| Annual return | -7.89% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,112 | $2,545-17.0% | $3,631-41.8% | $2,381-11.3% |
| Participant deferral / active EE | $4,772 | $2,993+59.4% | $4,082+16.9% | $3,470+37.5% |
| Admin fee / account holder | $3,209 | $4,046-20.7% | $5,478-41.4% | $4,888-34.4% |