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 | $67,809 | $62,586+8.3% | $76,768-11.7% | $64,186+5.6% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -7.30% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,149 | $1,832+17.3% | $2,485-13.5% | $2,381-9.7% |
| Participant deferral / active EE | $4,660 | $3,145+48.2% | $3,852+21.0% | $3,470+34.3% |
| Admin fee / account holder | $6,758 | $4,667+44.8% | $6,675+1.2% | $4,888+38.3% |