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 | $48,771 | $77,813-37.3% | $123,544-60.5% | $64,186-24.0% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.3%+0.8pp | 69.6%+13.6pp |
| Annual return | -2.05% | 12.48%-14.5pp | 119.20%-121.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,688 | $3,014-10.8% | $4,628-41.9% | $2,381+12.9% |
| Participant deferral / active EE | $5,477 | $5,240+4.5% | $6,426-14.8% | $3,470+57.9% |
| Admin fee / account holder | $9,190 | $5,519+66.5% | $9,284-1.0% | $4,888+88.0% |