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 | $44,917 | $62,586-28.2% | $76,768-41.5% | $64,186-30.0% |
| Participation rate | 71.8% | 72.8%-1.0pp | 77.0%-5.2pp | 69.6%+2.2pp |
| Annual return | -6.60% | -1.95%-4.7pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,086 | $1,832+13.9% | $2,485-16.1% | $2,381-12.4% |
| Participant deferral / active EE | $4,517 | $3,145+43.6% | $3,852+17.3% | $3,470+30.2% |
| Admin fee / account holder | $6,036 | $4,667+29.3% | $6,675-9.6% | $4,888+23.5% |