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 | $92,902 | $62,586+48.4% | $76,768+21.0% | $64,186+44.7% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -6.86% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,048 | $1,832+11.8% | $2,485-17.6% | $2,381-14.0% |
| Participant deferral / active EE | $7,333 | $3,145+133.2% | $3,852+90.4% | $3,470+111.4% |
| Admin fee / account holder | $8,547 | $4,667+83.1% | $6,675+28.0% | $4,888+74.9% |