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 | $95,392 | $62,586+52.4% | $76,768+24.3% | $64,186+48.6% |
| Participation rate | 72.6% | 72.8%-0.2pp | 77.0%-4.4pp | 69.6%+3.0pp |
| Annual return | -4.66% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,048 | $1,832-42.8% | $2,485-57.8% | $2,381-56.0% |
| Participant deferral / active EE | $3,405 | $3,145+8.3% | $3,852-11.6% | $3,470-1.8% |
| Admin fee / account holder | $6,219 | $4,667+33.3% | $6,675-6.8% | $4,888+27.2% |