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 | $69,045 | $71,883-3.9% | $86,677-20.3% | $68,494+0.8% |
| Participation rate | 85.9% | 72.2%+13.6pp | 76.6%+9.3pp | 67.9%+18.0pp |
| Annual return | -14.83% | 3.52%-18.4pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,636 | $2,173-24.7% | $2,836-42.3% | $2,596-37.0% |
| Participant deferral / active EE | $4,130 | $3,779+9.3% | $4,656-11.3% | $4,027+2.5% |
| Admin fee / account holder | $5,642 | $6,112-7.7% | $7,493-24.7% | $5,403+4.4% |