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 | $57,222 | $65,703-12.9% | $94,224-39.3% | $59,632-4.0% |
| Participation rate | 82.8% | 72.1%+10.6pp | 78.8%+4.0pp | 68.7%+14.1pp |
| Annual return | -1.43% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,116 | $2,021+4.7% | $3,587-41.0% | $2,203-4.0% |
| Participant deferral / active EE | $5,448 | $3,143+73.4% | $4,320+26.1% | $3,192+70.7% |
| Admin fee / account holder | $875 | $4,264-79.5% | $6,269-86.0% | $4,297-79.6% |