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 | $79,381 | $71,883+10.4% | $86,677-8.4% | $68,494+15.9% |
| Participation rate | 80.3% | 72.2%+8.1pp | 76.6%+3.7pp | 67.9%+12.4pp |
| Annual return | -18.79% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $640 | $2,173-70.5% | $2,836-77.4% | $2,596-75.3% |
| Participant deferral / active EE | $6,096 | $3,779+61.3% | $4,656+30.9% | $4,027+51.4% |
| Admin fee / account holder | $3,082 | $6,112-49.6% | $7,493-58.9% | $5,403-43.0% |