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 | $66,440 | $50,958+30.4% | $74,550-10.9% | $64,186+3.5% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.1%+3.8pp | 69.6%+3.4pp |
| Annual return | -4.30% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,743 | $1,115+56.2% | $1,961-11.1% | $2,381-26.8% |
| Participant deferral / active EE | $3,772 | $2,301+63.9% | $3,108+21.4% | $3,470+8.7% |
| Admin fee / account holder | $2,034 | $4,223-51.8% | $5,060-59.8% | $4,888-58.4% |