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 | $70,217 | $73,867-4.9% | $143,757-51.2% | $68,494+2.5% |
| Participation rate | 72.9% | 66.7%+6.2pp | 80.3%-7.4pp | 67.9%+5.0pp |
| Annual return | -14.03% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,519 | $3,184-20.9% | $4,951-49.1% | $2,596-3.0% |
| Participant deferral / active EE | $4,413 | $3,384+30.4% | $5,637-21.7% | $4,027+9.6% |
| Admin fee / account holder | $9,348 | $5,755+62.4% | $14,673-36.3% | $5,403+73.0% |