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 | $111,441 | $77,813+43.2% | $123,544-9.8% | $64,186+73.6% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | -4.69% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,844 | $3,014+27.5% | $4,628-16.9% | $2,381+61.5% |
| Participant deferral / active EE | $7,450 | $5,240+42.2% | $6,426+15.9% | $3,470+114.7% |
| Admin fee / account holder | $4,037 | $5,519-26.8% | $9,284-56.5% | $4,888-17.4% |