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 | $81,490 | $77,813+4.7% | $123,544-34.0% | $64,186+27.0% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $11,546 | $3,014+283.1% | $4,628+149.5% | $2,381+385.0% |
| Participant deferral / active EE | $6,919 | $5,240+32.0% | $6,426+7.7% | $3,470+99.4% |
| Admin fee / account holder | $672 | $5,519-87.8% | $9,284-92.8% | $4,888-86.3% |