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 | $64,863 | $50,958+27.3% | $74,550-13.0% | $64,186+1.1% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | -6.34% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,521 | $1,115+36.4% | $1,961-22.4% | $2,381-36.1% |
| Participant deferral / active EE | $3,609 | $2,301+56.8% | $3,108+16.1% | $3,470+4.0% |
| Admin fee / account holder | $1,580 | $4,223-62.6% | $5,060-68.8% | $4,888-67.7% |