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 | $35,221 | $45,863-23.2% | $77,024-54.3% | $68,494-48.6% |
| Participation rate | 77.4% | 55.9%+21.5pp | 67.9%+9.5pp | 67.9%+9.5pp |
| Annual return | -10.06% | 1.72%-11.8pp | 42.32%-52.4pp | -7.84%-2.2pp |
| Employer contribution / active EE | $2,844 | $1,650+72.4% | $2,812+1.1% | $2,596+9.5% |
| Participant deferral / active EE | $5,767 | $2,962+94.7% | $4,426+30.3% | $4,027+43.2% |
| Admin fee / account holder | $3,384 | $3,041+11.3% | $5,425-37.6% | $5,403-37.4% |