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 | $103,566 | $110,094-5.9% | $151,611-31.7% | $68,494+51.2% |
| Participation rate | 82.6% | 84.0%-1.4pp | 87.5%-4.9pp | 67.9%+14.7pp |
| Annual return | -17.67% | -10.12%-7.6pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,118 | $4,471-30.3% | $6,166-49.4% | $2,596+20.1% |
| Participant deferral / active EE | $7,597 | $6,527+16.4% | $8,363-9.2% | $4,027+88.6% |
| Admin fee / account holder | $8,152 | $7,719+5.6% | $11,616-29.8% | $5,403+50.9% |