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 | $64,378 | $62,586+2.9% | $76,768-16.1% | $64,186+0.3% |
| Participation rate | 76.6% | 72.8%+3.8pp | 77.0%-0.3pp | 69.6%+7.1pp |
| Annual return | -6.60% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,855 | $1,832+1.3% | $2,485-25.4% | $2,381-22.1% |
| Participant deferral / active EE | $4,521 | $3,145+43.8% | $3,852+17.4% | $3,470+30.3% |
| Admin fee / account holder | $3,310 | $4,667-29.1% | $6,675-50.4% | $4,888-32.3% |