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 8-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 | $126,155 | $64,707+95.0% | $112,228+12.4% | $68,494+84.2% |
| Participation rate | 76.7% | 67.2%+9.5pp | 75.1%+1.6pp | 67.9%+8.8pp |
| Annual return | -16.45% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,655 | $2,746-39.7% | $3,635-54.5% | $2,596-36.2% |
| Participant deferral / active EE | $6,196 | $3,565+73.8% | $4,728+31.1% | $4,027+53.9% |
| Admin fee / account holder | $2,245 | $5,232-57.1% | $6,410-65.0% | $5,403-58.4% |