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 | $92,943 | $71,883+29.3% | $86,677+7.2% | $68,494+35.7% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,672 | $2,173-23.0% | $2,836-41.0% | $2,596-35.6% |
| Participant deferral / active EE | $7,143 | $3,779+89.0% | $4,656+53.4% | $4,027+77.4% |
| Admin fee / account holder | $2,811 | $6,112-54.0% | $7,493-62.5% | $5,403-48.0% |