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 | $67,620 | $62,586+8.0% | $76,768-11.9% | $64,186+5.4% |
| Participation rate | 87.1% | 72.8%+14.3pp | 77.0%+10.1pp | 69.6%+17.5pp |
| Annual return | -2.31% | -1.95%-0.4pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $5,715 | $1,832+212.0% | $2,485+130.0% | $2,381+140.1% |
| Participant deferral / active EE | $2,920 | $3,145-7.1% | $3,852-24.2% | $3,470-15.8% |
| Admin fee / account holder | $1,393 | $4,667-70.2% | $6,675-79.1% | $4,888-71.5% |