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 | $81,906 | $61,660+32.8% | $80,019+2.4% | $64,186+27.6% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | -4.97% | -0.33%-4.6pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,662 | $1,810-8.2% | $2,468-32.7% | $2,381-30.2% |
| Participant deferral / active EE | $2,844 | $2,968-4.2% | $3,686-22.8% | $3,470-18.0% |
| Admin fee / account holder | $15,842 | $5,417+192.4% | $6,521+142.9% | $4,888+224.1% |