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 | $61,846 | $49,280+25.5% | $67,313-8.1% | $64,186-3.6% |
| Participation rate | 76.3% | 60.8%+15.5pp | 69.1%+7.2pp | 69.6%+6.7pp |
| Annual return | -2.53% | -1.39%-1.1pp | -4.08%+1.6pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,378 | $1,668-17.4% | $2,566-46.3% | $2,381-42.1% |
| Participant deferral / active EE | $3,589 | $2,484+44.5% | $3,568+0.6% | $3,470+3.4% |
| Admin fee / account holder | $55,993 | $3,863+1349.6% | $4,507+1142.4% | $4,888+1045.5% |