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 | $49,865 | $49,280+1.2% | $67,313-25.9% | $64,186-22.3% |
| Participation rate | 83.5% | 60.8%+22.7pp | 69.1%+14.4pp | 69.6%+14.0pp |
| Annual return | -5.42% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $794 | $1,668-52.4% | $2,566-69.1% | $2,381-66.6% |
| Participant deferral / active EE | $3,974 | $2,484+60.0% | $3,568+11.4% | $3,470+14.5% |
| Admin fee / account holder | $1,060 | $3,863-72.6% | $4,507-76.5% | $4,888-78.3% |