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 | $82,938 | $61,660+34.5% | $80,019+3.6% | $64,186+29.2% |
| Participation rate | 73.9% | 71.7%+2.2pp | 75.8%-1.9pp | 69.6%+4.3pp |
| Annual return | -3.76% | -0.33%-3.4pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,818 | $2,968-5.0% | $3,686-23.5% | $3,470-18.8% |
| Admin fee / account holder | $1,678 | $5,417-69.0% | $6,521-74.3% | $4,888-65.7% |