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 | $118,578 | $71,883+65.0% | $86,677+36.8% | $68,494+73.1% |
| Participation rate | 73.6% | 72.2%+1.3pp | 76.6%-3.0pp | 67.9%+5.7pp |
| Annual return | -15.63% | 3.52%-19.2pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,514 | $2,173+15.7% | $2,836-11.4% | $2,596-3.2% |
| Participant deferral / active EE | $3,983 | $3,779+5.4% | $4,656-14.4% | $4,027-1.1% |
| Admin fee / account holder | $4,346 | $6,112-28.9% | $7,493-42.0% | $5,403-19.6% |