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 | $132,862 | $77,813+70.7% | $123,544+7.5% | $64,186+107.0% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -3.32% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,323 | $3,014+10.3% | $4,628-28.2% | $2,381+39.6% |
| Participant deferral / active EE | $6,209 | $5,240+18.5% | $6,426-3.4% | $3,470+78.9% |
| Admin fee / account holder | $64,364 | $5,519+1066.3% | $9,284+593.3% | $4,888+1216.8% |