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 | $50,438 | $54,726-7.8% | $68,793-26.7% | $64,186-21.4% |
| Participation rate | 78.2% | 68.0%+10.2pp | 72.2%+6.0pp | 69.6%+8.6pp |
| Annual return | -5.71% | -1.62%-4.1pp | -4.63%-1.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,554 | $1,846-15.8% | $2,625-40.8% | $2,381-34.7% |
| Participant deferral / active EE | $2,595 | $2,626-1.2% | $3,311-21.6% | $3,470-25.2% |
| Admin fee / account holder | $654 | $4,027-83.8% | $5,131-87.2% | $4,888-86.6% |