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 | $23,921 | $48,265-50.4% | $68,791-65.2% | $68,494-65.1% |
| Participation rate | 73.2% | 60.7%+12.5pp | 69.0%+4.2pp | 67.9%+5.3pp |
| Annual return | -18.82% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,631 | $1,829-10.8% | $2,655-38.6% | $2,596-37.2% |
| Participant deferral / active EE | $5,549 | $2,867+93.6% | $3,941+40.8% | $4,027+37.8% |
| Admin fee / account holder | $757 | $4,355-82.6% | $4,932-84.6% | $5,403-86.0% |