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 | $118,445 | $110,094+7.6% | $151,611-21.9% | $68,494+72.9% |
| Participation rate | 78.4% | 84.0%-5.6pp | 87.5%-9.1pp | 67.9%+10.5pp |
| Annual return | -15.73% | -10.12%-5.6pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,596 | $4,471-64.3% | $6,166-74.1% | $2,596-38.5% |
| Participant deferral / active EE | $4,566 | $6,527-30.1% | $8,363-45.4% | $4,027+13.4% |
| Admin fee / account holder | $16,449 | $7,719+113.1% | $11,616+41.6% | $5,403+204.5% |