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 | $64,693 | $107,846-40.0% | $119,609-45.9% | - |
| Participation rate | 98.0% | 78.0%+20.0pp | 79.3%+18.7pp | - |
| Annual return | -17.13% | -15.20%-1.9pp | -14.97%-2.2pp | - |
| Employer contribution / active EE | $2,989 | $2,838+5.3% | $4,232-29.4% | - |
| Participant deferral / active EE | $4,845 | $4,531+6.9% | $5,602-13.5% | - |
| Admin fee / account holder | $4,387 | $73,538-94.0% | $10,323-57.5% | - |