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 | $48,221 | $42,894+12.4% | $60,874-20.8% | $68,494-29.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -16.70% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,028 | $1,978+2.5% | $2,701-24.9% | $2,596-21.9% |
| Participant deferral / active EE | $6,602 | $2,867+130.3% | $3,817+73.0% | $4,027+63.9% |
| Admin fee / account holder | $1,841 | $3,101-40.6% | $3,224-42.9% | $5,403-65.9% |