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 3-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 | $77,756 | $48,265+61.1% | $68,791+13.0% | $68,494+13.5% |
| Participation rate | 83.8% | 60.7%+23.1pp | 69.0%+14.8pp | 67.9%+15.9pp |
| Annual return | -11.66% | -12.71%+1.0pp | -6.38%-5.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,609 | $1,829-12.0% | $2,655-39.4% | $2,596-38.0% |
| Participant deferral / active EE | $4,870 | $2,867+69.9% | $3,941+23.6% | $4,027+20.9% |
| Admin fee / account holder | $23,816 | $4,355+446.8% | $4,932+382.9% | $5,403+340.8% |